401k Plan data: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN plan

CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN
Plan identification number	004

CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 SALLY FORSTER JONES
004 2013-01-01 SALLY FORSTER JONES
004 2012-01-01 SALLY FORSTER JONES
004 2011-01-01 SALLY FORSTER JONES
004 2010-01-01 SALLY FORSTER JONES 2011-09-27

Financial Data on CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-07-31	$0
Total plan liabilities at end of year	2017-07-31	$0
Total plan liabilities at beginning of year	2017-07-31	$0
Total income from all sources	2017-07-31	$401,694
Expenses. Total of all expenses incurred	2017-07-31	$7,792,010
Benefits paid (including direct rollovers)	2017-07-31	$7,779,208
Total plan assets at end of year	2017-07-31	$0
Total plan assets at beginning of year	2017-07-31	$7,390,316
Value of fidelity bond covering the plan	2017-07-31	$680,000
Total contributions received or receivable from participants	2017-07-31	$0
Expenses. Other expenses not covered elsewhere	2017-07-31	$0
Contributions received from other sources (not participants or employers)	2017-07-31	$0
Other income received	2017-07-31	$401,694
Noncash contributions received	2017-07-31	$0
Net income (gross income less expenses)	2017-07-31	$-7,390,316
Net plan assets at end of year (total assets less liabilities)	2017-07-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-07-31	$7,390,316
Assets. Value of assets in partnership/joint-venture interests	2017-07-31	$0
Total contributions received or receivable from employer(s)	2017-07-31	$0
Value of certain deemed distributions of participant loans	2017-07-31	$0
Value of corrective distributions	2017-07-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-07-31	$12,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-07-31	$0
2016 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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	$660,338
Expenses. Total of all expenses incurred	2016-12-31	$45,431
Benefits paid (including direct rollovers)	2016-12-31	$5,707
Total plan assets at end of year	2016-12-31	$7,390,316
Total plan assets at beginning of year	2016-12-31	$6,775,409
Value of fidelity bond covering the plan	2016-12-31	$680,000
Total contributions received or receivable from participants	2016-12-31	$46,000
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	$594,338
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$614,907
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$7,390,316
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$6,775,409
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$290,538
Total contributions received or receivable from employer(s)	2016-12-31	$20,000
Value of certain deemed distributions of participant loans	2016-12-31	$39,724
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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	$40,454
Expenses. Total of all expenses incurred	2015-12-31	$36,681
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$6,775,409
Total plan assets at beginning of year	2015-12-31	$6,771,636
Value of fidelity bond covering the plan	2015-12-31	$680,000
Total contributions received or receivable from participants	2015-12-31	$46,400
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	$-105,946
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$3,773
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$6,775,409
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$6,771,636
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$284,770
Total contributions received or receivable from employer(s)	2015-12-31	$100,000
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	$36,681
2014 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$151,078
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	$2,925,422
Expenses. Total of all expenses incurred	2014-12-31	$28,910
Benefits paid (including direct rollovers)	2014-12-31	$193
Total plan assets at end of year	2014-12-31	$6,771,636
Total plan assets at beginning of year	2014-12-31	$3,724,046
Value of fidelity bond covering the plan	2014-12-31	$667,164
Total contributions received or receivable from participants	2014-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$2,307,917
Other income received	2014-12-31	$494,505
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$2,896,512
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$6,771,636
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,724,046
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$498,648
Total contributions received or receivable from employer(s)	2014-12-31	$100,000
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	$28,717
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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 plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$535,581
Expenses. Total of all expenses incurred	2013-12-31	$12,128
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,724,046
Total plan assets at beginning of year	2013-12-31	$3,200,593
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$23,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$12,128
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$391,484
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$523,453
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,724,046
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,200,593
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$131,457
Total contributions received or receivable from employer(s)	2013-12-31	$121,097
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	$0
2012 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$6,508
Total income from all sources	2012-12-31	$473,467
Expenses. Total of all expenses incurred	2012-12-31	$5,521
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$3,200,593
Total plan assets at beginning of year	2012-12-31	$2,739,155
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$22,500
Expenses. Other expenses not covered elsewhere	2012-12-31	$5,521
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$339,201
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$467,946
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,200,593
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,732,647
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$124,170
Total contributions received or receivable from employer(s)	2012-12-31	$111,766
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$6,508
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$2,400,519
Expenses. Total of all expenses incurred	2011-12-31	$1,323
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,739,155
Total plan assets at beginning of year	2011-12-31	$333,451
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,323
Contributions received from other sources (not participants or employers)	2011-12-31	$2,307,112
Other income received	2011-12-31	$-30,260
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$2,399,196
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,732,647
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$333,451
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$136,626
Total contributions received or receivable from employer(s)	2011-12-31	$101,667
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING PLAN

2017: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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: CAPRI PROPERTIES, A CALIFORNIA CORPORATION 401(K) PROFIT SHARING 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

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