401k Plan data: PALMA HIGH SCHOOL 401(K) PLAN plan

PALMA HIGH SCHOOL 401(K) PLAN 401k Plan overview

Plan Name	PALMA HIGH SCHOOL 401(K) PLAN
Plan identification number	001

PALMA HIGH SCHOOL 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CHRISTIAN BROTHERS INSTITUTE OF CALIFORNIA DBAPALM has sponsored the creation of one or more 401k plans.

Company Name: CHRISTIAN BROTHERS INSTITUTE OF CALIFORNIA DBAPALM

Employer identification number (EIN): 941322168

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALMA HIGH SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 GEORGE GARIBAY
001 2016-01-01 GEORGE GARIBAY
001 2015-01-01 GEORGE GARIBAY
001 2014-01-01 GEORGE GARIBAY
001 2013-01-01 GEORGE GARIBAY
001 2012-01-01 GEORGE GARIBAY
001 2011-01-01 GEORGE GARIBAY
001 2010-01-01 GEORGE GARIBAY
001 2009-01-01 GEORGE GARIBAY

Plan Statistics for PALMA HIGH SCHOOL 401(K) PLAN

401k plan membership statisitcs for PALMA HIGH SCHOOL 401(K) PLAN

Measure Date Value
2022: PALMA HIGH SCHOOL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 43
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 52
Number of participants with account balances 2022-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: PALMA HIGH SCHOOL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 42
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 50
Number of participants with account balances 2021-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: PALMA HIGH SCHOOL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 44
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 51
Number of participants with account balances 2020-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PALMA HIGH SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 46
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 53
Number of participants with account balances 2019-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: PALMA HIGH SCHOOL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 41
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 49
Number of participants with account balances 2018-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: PALMA HIGH SCHOOL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 38
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 6
Total of all active and inactive participants 2017-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 46
Number of participants with account balances 2017-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: PALMA HIGH SCHOOL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 40
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 48
Number of participants with account balances 2016-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PALMA HIGH SCHOOL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 47
Number of participants with account balances 2015-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: PALMA HIGH SCHOOL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 41
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 48
Number of participants with account balances 2014-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: PALMA HIGH SCHOOL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 41
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 50
Number of participants with account balances 2013-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: PALMA HIGH SCHOOL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 45
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 6
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: PALMA HIGH SCHOOL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 43
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 10
Total of all active and inactive participants 2011-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 53
Number of participants with account balances 2011-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: PALMA HIGH SCHOOL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 44
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 14
Total of all active and inactive participants 2010-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 58
Number of participants with account balances 2010-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: PALMA HIGH SCHOOL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
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 16
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: PALMA HIGH SCHOOL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	43
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	52
Number of participants with account balances	2022-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: PALMA HIGH SCHOOL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	42
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	50
Number of participants with account balances	2021-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: PALMA HIGH SCHOOL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	44
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	51
Number of participants with account balances	2020-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PALMA HIGH SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	46
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	53
Number of participants with account balances	2019-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: PALMA HIGH SCHOOL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	41
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	49
Number of participants with account balances	2018-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: PALMA HIGH SCHOOL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	38
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	6
Total of all active and inactive participants	2017-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	46
Number of participants with account balances	2017-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: PALMA HIGH SCHOOL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	40
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	48
Number of participants with account balances	2016-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PALMA HIGH SCHOOL 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	47
Number of participants with account balances	2015-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: PALMA HIGH SCHOOL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	41
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	48
Number of participants with account balances	2014-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: PALMA HIGH SCHOOL 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	41
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	50
Number of participants with account balances	2013-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: PALMA HIGH SCHOOL 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	45
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	6
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: PALMA HIGH SCHOOL 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	43
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	10
Total of all active and inactive participants	2011-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	53
Number of participants with account balances	2011-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: PALMA HIGH SCHOOL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	44
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	14
Total of all active and inactive participants	2010-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	58
Number of participants with account balances	2010-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: PALMA HIGH SCHOOL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
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	16
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on PALMA HIGH SCHOOL 401(K) PLAN

Measure	Date	Value
2022 : PALMA HIGH SCHOOL 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-1,252,795
Expenses. Total of all expenses incurred	2022-12-31	$286,768
Benefits paid (including direct rollovers)	2022-12-31	$255,800
Total plan assets at end of year	2022-12-31	$8,490,747
Total plan assets at beginning of year	2022-12-31	$10,030,310
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$327,852
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$2,814
Other income received	2022-12-31	$-1,739,465
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,539,563
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,490,747
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$10,030,310
Assets. Value of participant loans	2022-12-31	$88,907
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$156,004
Value of certain deemed distributions of participant loans	2022-12-31	$10,144
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$20,824
2021 : PALMA HIGH SCHOOL 401(K) 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	$1,694,586
Expenses. Total of all expenses incurred	2021-12-31	$643,603
Benefits paid (including direct rollovers)	2021-12-31	$622,207
Total plan assets at end of year	2021-12-31	$10,030,310
Total plan assets at beginning of year	2021-12-31	$8,979,327
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$264,908
Assets. Value of loans (other than to participants)	2021-12-31	$0
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	$1,258,325
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,050,983
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$10,030,310
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$8,979,327
Assets. Value of participant loans	2021-12-31	$105,954
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$171,353
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	$21,396
2020 : PALMA HIGH SCHOOL 401(K) 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	$1,929,798
Expenses. Total of all expenses incurred	2020-12-31	$102,752
Benefits paid (including direct rollovers)	2020-12-31	$86,601
Total plan assets at end of year	2020-12-31	$8,979,327
Total plan assets at beginning of year	2020-12-31	$7,152,281
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$268,593
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,491,641
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,827,046
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$8,979,327
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,152,281
Assets. Value of participant loans	2020-12-31	$122,282
Total contributions received or receivable from employer(s)	2020-12-31	$169,564
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	$16,151
2019 : PALMA HIGH SCHOOL 401(K) 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	$1,545,689
Expenses. Total of all expenses incurred	2019-12-31	$759,175
Benefits paid (including direct rollovers)	2019-12-31	$743,336
Total plan assets at end of year	2019-12-31	$7,152,281
Total plan assets at beginning of year	2019-12-31	$6,365,767
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$215,949
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	$1,194,894
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$786,514
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,152,281
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,365,767
Assets. Value of participant loans	2019-12-31	$181,919
Total contributions received or receivable from employer(s)	2019-12-31	$134,846
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	$15,839
2018 : PALMA HIGH SCHOOL 401(K) 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	$87,352
Expenses. Total of all expenses incurred	2018-12-31	$88,825
Benefits paid (including direct rollovers)	2018-12-31	$73,645
Total plan assets at end of year	2018-12-31	$6,365,767
Total plan assets at beginning of year	2018-12-31	$6,367,240
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$183,333
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$79,405
Other income received	2018-12-31	$-283,630
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-1,473
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,365,767
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,367,240
Assets. Value of participant loans	2018-12-31	$112,447
Total contributions received or receivable from employer(s)	2018-12-31	$108,244
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	$15,180
2017 : PALMA HIGH SCHOOL 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,221,768
Expenses. Total of all expenses incurred	2017-12-31	$108,446
Benefits paid (including direct rollovers)	2017-12-31	$107,119
Total plan assets at end of year	2017-12-31	$6,367,240
Total plan assets at beginning of year	2017-12-31	$5,253,918
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$191,410
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$883,872
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$1,113,322
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,367,240
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,253,918
Assets. Value of participant loans	2017-12-31	$128,504
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$146,486
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,327
2016 : PALMA HIGH SCHOOL 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$768,590
Expenses. Total of all expenses incurred	2016-12-31	$94,092
Benefits paid (including direct rollovers)	2016-12-31	$93,717
Total plan assets at end of year	2016-12-31	$5,253,918
Total plan assets at beginning of year	2016-12-31	$4,579,420
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$203,797
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$423,520
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$674,498
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,253,918
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,579,420
Assets. Value of participant loans	2016-12-31	$140,814
Total contributions received or receivable from employer(s)	2016-12-31	$141,273
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$375
2015 : PALMA HIGH SCHOOL 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$255,567
Expenses. Total of all expenses incurred	2015-12-31	$724,894
Benefits paid (including direct rollovers)	2015-12-31	$724,719
Total plan assets at end of year	2015-12-31	$4,579,420
Total plan assets at beginning of year	2015-12-31	$5,048,747
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$191,604
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-67,679
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-469,327
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,579,420
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,048,747
Assets. Value of participant loans	2015-12-31	$109,947
Total contributions received or receivable from employer(s)	2015-12-31	$131,642
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$175
2014 : PALMA HIGH SCHOOL 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$556,145
Expenses. Total of all expenses incurred	2014-12-31	$696,345
Benefits paid (including direct rollovers)	2014-12-31	$695,818
Total plan assets at end of year	2014-12-31	$5,048,747
Total plan assets at beginning of year	2014-12-31	$5,188,947
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$185,836
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$226,212
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-140,200
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,048,747
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,188,947
Assets. Value of participant loans	2014-12-31	$151,345
Total contributions received or receivable from employer(s)	2014-12-31	$144,097
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$527
2013 : PALMA HIGH SCHOOL 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,281,749
Expenses. Total of all expenses incurred	2013-12-31	$489,789
Benefits paid (including direct rollovers)	2013-12-31	$489,323
Total plan assets at end of year	2013-12-31	$5,188,947
Total plan assets at beginning of year	2013-12-31	$4,396,987
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$176,599
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$966,935
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$791,960
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,188,947
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,396,987
Assets. Value of participant loans	2013-12-31	$110,646
Total contributions received or receivable from employer(s)	2013-12-31	$138,215
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$466
2012 : PALMA HIGH SCHOOL 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$901,252
Expenses. Total of all expenses incurred	2012-12-31	$431,864
Benefits paid (including direct rollovers)	2012-12-31	$431,702
Total plan assets at end of year	2012-12-31	$4,396,987
Total plan assets at beginning of year	2012-12-31	$3,927,599
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$190,642
Other income received	2012-12-31	$568,073
Net income (gross income less expenses)	2012-12-31	$469,388
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,396,987
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,927,599
Assets. Value of participant loans	2012-12-31	$92,453
Total contributions received or receivable from employer(s)	2012-12-31	$142,537
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$162
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : PALMA HIGH SCHOOL 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$173,314
Expenses. Total of all expenses incurred	2011-12-31	$410,120
Benefits paid (including direct rollovers)	2011-12-31	$409,983
Total plan assets at end of year	2011-12-31	$3,927,599
Total plan assets at beginning of year	2011-12-31	$4,164,405
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$189,589
Other income received	2011-12-31	$-130,370
Net income (gross income less expenses)	2011-12-31	$-236,806
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,927,599
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,164,405
Assets. Value of participant loans	2011-12-31	$102,942
Total contributions received or receivable from employer(s)	2011-12-31	$114,095
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$137
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : PALMA HIGH SCHOOL 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$871,039
Expenses. Total of all expenses incurred	2010-12-31	$181,717
Benefits paid (including direct rollovers)	2010-12-31	$181,284
Total plan assets at end of year	2010-12-31	$4,164,405
Total plan assets at beginning of year	2010-12-31	$3,475,083
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$223,769
Contributions received from other sources (not participants or employers)	2010-12-31	$1,161
Other income received	2010-12-31	$502,913
Net income (gross income less expenses)	2010-12-31	$689,322
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,164,405
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,475,083
Assets. Value of participant loans	2010-12-31	$122,854
Total contributions received or receivable from employer(s)	2010-12-31	$143,196
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : PALMA HIGH SCHOOL 401(K) 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 PALMA HIGH SCHOOL 401(K) PLAN

2022: PALMA HIGH SCHOOL 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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: PALMA HIGH SCHOOL 401(K) 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PALMA HIGH SCHOOL 401(K) 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:	CHRISTIAN BROTHERS INSTITUTE OF CALIFORNIA DBAPALM
Employer identification number (EIN):	941322168
NAIC Classification:	611000