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CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 401k Plan overview

Plan NameCALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN
Plan identification number 003

CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CALIFORNIA WORKERS' COMPENSATION INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA WORKERS' COMPENSATION INSTITUTE
Employer identification number (EIN):941591595
NAIC Classification:524290

Additional information about CALIFORNIA WORKERS' COMPENSATION INSTITUTE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1964-03-31
Company Identification Number: C0467925
Legal Registered Office Address: 1333 Broadway, Suite 510

Oakland
United States of America (USA)
94612

More information about CALIFORNIA WORKERS' COMPENSATION INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032024-01-01GIDEON BAUM
0032023-01-01
0032023-01-01RENA DAVID
0032022-01-01
0032022-01-01RENA DAVID
0032021-01-01
0032021-01-01RENA DAVID
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01RENA DAVID

Financial Data on CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN

Measure Date Value
2024 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$1,950,356
Expenses. Total of all expenses incurred2024-01-01$601,602
Benefits paid (including direct rollovers)2024-01-01$601,577
Total plan assets at end of year2024-01-01$9,383,166
Total plan assets at beginning of year2024-01-01$8,034,412
Value of fidelity bond covering the plan2024-01-01$500,000
Total contributions received or receivable from participants2024-01-01$320,476
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$1,285,077
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$1,348,754
Net plan assets at end of year (total assets less liabilities)2024-01-01$9,383,166
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$8,034,412
Total contributions received or receivable from employer(s)2024-01-01$344,803
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$25
2023 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,623,897
Expenses. Total of all expenses incurred2023-12-31$0
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$8,034,412
Total plan assets at beginning of year2023-12-31$6,410,515
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$291,086
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$965,701
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,623,897
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,034,412
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,410,515
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$367,110
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-324,709
Expenses. Total of all expenses incurred2022-12-31$636,000
Benefits paid (including direct rollovers)2022-12-31$636,000
Total plan assets at end of year2022-12-31$6,410,515
Total plan assets at beginning of year2022-12-31$7,371,224
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$286,956
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-948,749
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-960,709
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,410,515
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,371,224
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$337,084
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,572,122
Expenses. Total of all expenses incurred2021-12-31$0
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$7,371,224
Total plan assets at beginning of year2021-12-31$5,799,102
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$268,295
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$954,215
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,572,122
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,371,224
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,799,102
Assets. Value of participant loans2021-12-31$0
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$349,612
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
2020 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,107,373
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$5,799,102
Total plan assets at beginning of year2020-12-31$4,691,729
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$269,037
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$529,403
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$1,107,373
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,799,102
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,691,729
Total contributions received or receivable from employer(s)2020-12-31$308,933
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$3,121,825
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,101,109
Expenses. Total of all expenses incurred2019-12-31$3,685
Benefits paid (including direct rollovers)2019-12-31$3,685
Total plan assets at end of year2019-12-31$4,691,729
Total plan assets at beginning of year2019-12-31$472,480
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$290,560
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$479,049
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,097,424
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,691,729
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$472,480
Total contributions received or receivable from employer(s)2019-12-31$331,500
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
2018 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$250,654
Expenses. Total of all expenses incurred2018-12-31$358
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$472,480
Total plan assets at beginning of year2018-12-31$222,184
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$263,240
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-12,586
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$250,296
Net plan assets at end of year (total assets less liabilities)2018-12-31$472,480
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$222,184
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$358
2017 : CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$245,226
Expenses. Total of all expenses incurred2017-12-31$23,042
Benefits paid (including direct rollovers)2017-12-31$23,042
Total plan assets at end of year2017-12-31$222,184
Total plan assets at beginning of year2017-12-31$0
Value of fidelity bond covering the plan2017-12-31$25,000
Total contributions received or receivable from participants2017-12-31$243,368
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,858
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$222,184
Net plan assets at end of year (total assets less liabilities)2017-12-31$222,184
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0

Form 5500 Responses for CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN

2023: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA WORKERS' COMPENSATION INSTITUTE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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