Logo

CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameCAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN
Plan identification number 003

CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

CAPRI PROPERTIES, A CALIFORNIA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CAPRI PROPERTIES, A CALIFORNIA CORPORATION
Employer identification number (EIN):953947276
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01SALLY FORSTER JONES
0032013-01-01SALLY FORSTER JONES
0032012-01-01SALLY FORSTER JONES
0032011-01-01SALLY FORSTER JONES
0032009-01-01SALLY FORSTER JONES

Financial Data on CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-151,078
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$80,812
Expenses. Total of all expenses incurred2014-12-31$2,576,839
Benefits paid (including direct rollovers)2014-12-31$2,576,727
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$2,647,105
Value of fidelity bond covering the plan2014-12-31$667,164
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$80,812
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-2,496,027
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,647,105
Assets. Value of assets in partnership/joint-venture interests2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$112
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$250,000
2013 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$306,499
Expenses. Total of all expenses incurred2013-12-31$23,299
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$2,647,105
Total plan assets at beginning of year2013-12-31$2,363,905
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$23,299
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$306,499
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$283,200
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,647,105
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,363,905
Assets. Value of assets in partnership/joint-venture interests2013-12-31$286,389
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$375,021
Expenses. Total of all expenses incurred2012-12-31$15,868
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,363,905
Total plan assets at beginning of year2012-12-31$2,004,752
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$15,868
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$175,021
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$359,153
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,363,905
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,004,752
Assets. Value of assets in partnership/joint-venture interests2012-12-31$273,004
Total contributions received or receivable from employer(s)2012-12-31$200,000
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$111,541
Expenses. Total of all expenses incurred2011-12-31$2,321,990
Benefits paid (including direct rollovers)2011-12-31$2,307,516
Total plan assets at end of year2011-12-31$2,004,752
Total plan assets at beginning of year2011-12-31$4,215,201
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$14,474
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$111,541
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-2,210,449
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,004,752
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,215,201
Assets. Value of assets in partnership/joint-venture interests2011-12-31$250,001
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$635,043
Expenses. Total of all expenses incurred2010-12-31$7,819
Benefits paid (including direct rollovers)2010-12-31$356
Total plan assets at end of year2010-12-31$4,215,201
Total plan assets at beginning of year2010-12-31$3,587,977
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$7,463
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$385,043
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$627,224
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,215,201
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,587,977
Assets. Value of assets in partnership/joint-venture interests2010-12-31$343,193
Total contributions received or receivable from employer(s)2010-12-31$250,000
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN

2014: CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAPRI PROPERTIES, A CALIFORNIA CORPORATION DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1