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CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN
Plan identification number 002

CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALIFORNIA PIZZA KITCHEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA PIZZA KITCHEN, INC.
Employer identification number (EIN):954040623
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Additional information about CALIFORNIA PIZZA KITCHEN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2004-11-23
Company Identification Number: 0800417652
Legal Registered Office Address: 575 ANTON BLVD STE 100

COSTA MESA
United States of America (USA)
92626

More information about CALIFORNIA PIZZA KITCHEN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01HEATHER WILLE
0022016-01-01HEATHER WILLE
0022015-01-01MONICA ROCHA
0022015-01-01MONICA ROCHA
0022014-01-01MONICA ROCHA
0022013-01-01MONICA ROCHA
0022012-01-01MONICA ROCHA
0022011-01-01MONICA ROCHA
0022010-01-01MONICA ROCHA
0022010-01-01MONICA ROCHA
0022009-01-01MONICA ROCHA
0022009-01-01P-KAY WASS
0022008-01-01MONICA ROCHA

Plan Statistics for CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,866
Total number of active participants reported on line 7a of the Form 55002022-01-016,899
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01321
Total of all active and inactive participants2022-01-017,221
Total participants2022-01-017,221
Number of participants with account balances2022-01-01648
2021: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,938
Total number of active participants reported on line 7a of the Form 55002021-01-016,557
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01308
Total of all active and inactive participants2021-01-016,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016,866
Number of participants with account balances2021-01-01697
2020: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,311
Total number of active participants reported on line 7a of the Form 55002020-01-016,565
Number of other retired or separated participants entitled to future benefits2020-01-01373
Total of all active and inactive participants2020-01-016,938
Total participants2020-01-016,938
Number of participants with account balances2020-01-01768
2019: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017,637
Total number of active participants reported on line 7a of the Form 55002019-01-017,035
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01272
Total of all active and inactive participants2019-01-017,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-017,311
Number of participants with account balances2019-01-01879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018,656
Total number of active participants reported on line 7a of the Form 55002018-01-017,183
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01448
Total of all active and inactive participants2018-01-017,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017,637
Number of participants with account balances2018-01-01934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,688
Total number of active participants reported on line 7a of the Form 55002017-01-017,673
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01274
Total of all active and inactive participants2017-01-017,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-017,949
Number of participants with account balances2017-01-01939
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,101
Total number of active participants reported on line 7a of the Form 55002016-01-017,550
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01449
Total of all active and inactive participants2016-01-017,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-018,000
Number of participants with account balances2016-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019,393
Total number of active participants reported on line 7a of the Form 55002015-01-017,910
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01440
Total of all active and inactive participants2015-01-018,350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-018,352
Number of participants with account balances2015-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019,445
Total number of active participants reported on line 7a of the Form 55002014-01-018,120
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01496
Total of all active and inactive participants2014-01-018,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-018,617
Number of participants with account balances2014-01-011,087
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-019,979
Total number of active participants reported on line 7a of the Form 55002013-01-018,345
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-01238
Total of all active and inactive participants2013-01-018,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018,584
Number of participants with account balances2013-01-011,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,522
Total number of active participants reported on line 7a of the Form 55002012-01-018,812
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01330
Total of all active and inactive participants2012-01-019,142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019,142
Number of participants with account balances2012-01-011,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,101
Total number of active participants reported on line 7a of the Form 55002011-01-018,294
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01470
Total of all active and inactive participants2011-01-018,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018,764
Number of participants with account balances2011-01-011,296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110,391
Total number of active participants reported on line 7a of the Form 55002010-01-018,863
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01370
Total of all active and inactive participants2010-01-019,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-019,233
Number of participants with account balances2010-01-011,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0116
2009: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,009
Total number of active participants reported on line 7a of the Form 55002009-01-019,115
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01349
Total of all active and inactive participants2009-01-019,464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019,464
Number of participants with account balances2009-01-011,230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112
2008: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-018,755
Total number of active participants reported on line 7a of the Form 55002008-01-016,519
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-01371
Total of all active and inactive participants2008-01-016,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-016,890
Number of participants with account balances2008-01-011,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-0111

Financial Data on CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,238,127
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,514,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,378,452
Expenses. Certain deemed distributions of participant loans2022-12-31$8,282
Value of total corrective distributions2022-12-31$5,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,158,262
Value of total assets at end of year2022-12-31$24,849,175
Value of total assets at beginning of year2022-12-31$31,602,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$123,027
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$23,699
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$422,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$422,324
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,128,135
Participant contributions at end of year2022-12-31$529,776
Participant contributions at beginning of year2022-12-31$559,548
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,127
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$123,027
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-6,752,965
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,849,175
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,602,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,674,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,531,615
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$21,512
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$4,585,921
Value of interest in common/collective trusts at beginning of year2022-12-31$5,452,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$58,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$58,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$58,109
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,187
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,926,748
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$84,336
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,378,452
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2022-12-31300840934
2021 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,537,060
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,784,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,633,715
Expenses. Certain deemed distributions of participant loans2021-12-31$2,635
Value of total corrective distributions2021-12-31$1,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,072,820
Value of total assets at end of year2021-12-31$31,602,140
Value of total assets at beginning of year2021-12-31$32,849,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,466
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$27,146
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$570,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$570,505
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,066,552
Participant contributions at end of year2021-12-31$559,548
Participant contributions at beginning of year2021-12-31$579,771
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,268
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$147,466
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$-1,247,778
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,602,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,849,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,531,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,723,176
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$27,138
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$5,452,868
Value of interest in common/collective trusts at beginning of year2021-12-31$6,490,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$58,109
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$56,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$56,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,787,762
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$78,827
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,633,715
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2021-12-31300840934
2020 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,448,152
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,810,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,652,284
Expenses. Certain deemed distributions of participant loans2020-12-31$56,169
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,087,005
Value of total assets at end of year2020-12-31$32,849,918
Value of total assets at beginning of year2020-12-31$31,211,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,558
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$52,669
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$572,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$572,941
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$995,004
Participant contributions at end of year2020-12-31$579,771
Participant contributions at beginning of year2020-12-31$857,982
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,001
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$34,705
Administrative expenses (other) incurred2020-12-31$101,558
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,638,141
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,849,918
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,211,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,723,176
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,580,713
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$32,437
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$15,261
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$6,490,576
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$56,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,971
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,773,082
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,365,766
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$335,066
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,652,284
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2020-12-31300840934
2019 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,367,241
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,174,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,053,872
Expenses. Certain deemed distributions of participant loans2019-12-31$43,521
Value of total corrective distributions2019-12-31$17,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,375,696
Value of total assets at end of year2019-12-31$31,211,777
Value of total assets at beginning of year2019-12-31$28,018,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,654
Total interest from all sources2019-12-31$245,966
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,379,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,379,612
Administrative expenses professional fees incurred2019-12-31$14,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,363,796
Participant contributions at end of year2019-12-31$857,982
Participant contributions at beginning of year2019-12-31$978,624
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,900
Other income not declared elsewhere2019-12-31$100,072
Administrative expenses (other) incurred2019-12-31$5,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,192,944
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,211,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,018,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$34,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,580,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,249,638
Interest on participant loans2019-12-31$41,498
Interest earned on other investments2019-12-31$204,468
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,773,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,790,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,265,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,053,872
Contract administrator fees2019-12-31$6,165
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2019-12-31300840934
2018 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$408,636
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,591,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,455,670
Expenses. Certain deemed distributions of participant loans2018-12-31$31,968
Value of total corrective distributions2018-12-31$37,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,518,383
Value of total assets at end of year2018-12-31$28,018,833
Value of total assets at beginning of year2018-12-31$30,201,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$66,277
Total interest from all sources2018-12-31$213,573
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,938,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,938,499
Administrative expenses professional fees incurred2018-12-31$14,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,512,649
Participant contributions at end of year2018-12-31$978,624
Participant contributions at beginning of year2018-12-31$998,166
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,734
Other income not declared elsewhere2018-12-31$61,538
Administrative expenses (other) incurred2018-12-31$10,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,182,819
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,018,833
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$30,201,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$35,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,249,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,704,845
Interest on participant loans2018-12-31$39,886
Interest earned on other investments2018-12-31$173,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,790,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,498,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,323,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,455,670
Contract administrator fees2018-12-31$6,288
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2018-12-31300840934
2017 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,736,243
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,727,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,574,818
Expenses. Certain deemed distributions of participant loans2017-12-31$66,522
Value of total corrective distributions2017-12-31$41,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,635,670
Value of total assets at end of year2017-12-31$30,201,652
Value of total assets at beginning of year2017-12-31$27,193,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,428
Total interest from all sources2017-12-31$180,586
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,715,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,715,138
Administrative expenses professional fees incurred2017-12-31$13,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,517,124
Participant contributions at end of year2017-12-31$998,166
Participant contributions at beginning of year2017-12-31$887,558
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,546
Other income not declared elsewhere2017-12-31$36,819
Administrative expenses (other) incurred2017-12-31$4,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,008,301
Value of net assets at end of year (total assets less liabilities)2017-12-31$30,201,652
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,193,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,319
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,704,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,065,560
Interest on participant loans2017-12-31$29,688
Interest earned on other investments2017-12-31$150,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,498,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,240,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,168,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,574,818
Contract administrator fees2017-12-31$7,200
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2017-12-31300840934
2016 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,574,309
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,794,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,732,857
Expenses. Certain deemed distributions of participant loans2016-12-31$26,753
Value of total corrective distributions2016-12-31$13,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,655,544
Value of total assets at end of year2016-12-31$27,193,351
Value of total assets at beginning of year2016-12-31$25,413,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,895
Total interest from all sources2016-12-31$165,165
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,247,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,247,144
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,607,107
Participant contributions at end of year2016-12-31$887,558
Participant contributions at beginning of year2016-12-31$882,432
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$48,329
Other income not declared elsewhere2016-12-31$15,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,779,942
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,193,351
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,413,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,065,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,688,573
Interest on participant loans2016-12-31$28,315
Interest earned on other investments2016-12-31$136,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,240,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,842,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$490,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,732,857
Contract administrator fees2016-12-31$5,913
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PENSION ASSURANCE LLP
Accountancy firm EIN2016-12-31300840934
2015 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,843,414
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,397,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,284,442
Expenses. Certain deemed distributions of participant loans2015-12-31$78,687
Value of total corrective distributions2015-12-31$19,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,574,437
Value of total assets at end of year2015-12-31$25,413,409
Value of total assets at beginning of year2015-12-31$27,967,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,486
Total interest from all sources2015-12-31$150,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,612,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,612,817
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,445,423
Participant contributions at end of year2015-12-31$882,432
Participant contributions at beginning of year2015-12-31$933,953
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$129,014
Other income not declared elsewhere2015-12-31$22,000
Administrative expenses (other) incurred2015-12-31$9,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,554,528
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,413,409
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,967,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,688,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,791,749
Interest on participant loans2015-12-31$28,187
Interest earned on other investments2015-12-31$122,157
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,842,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,242,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,516,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,284,442
Contract administrator fees2015-12-31$5,600
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,131,448
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,505,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,190,350
Expenses. Certain deemed distributions of participant loans2014-12-31$247,082
Value of total corrective distributions2014-12-31$42,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,631,523
Value of total assets at end of year2014-12-31$27,967,937
Value of total assets at beginning of year2014-12-31$29,341,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,609
Total interest from all sources2014-12-31$161,124
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,758,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,758,974
Administrative expenses professional fees incurred2014-12-31$16,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,622,400
Participant contributions at end of year2014-12-31$933,953
Participant contributions at beginning of year2014-12-31$1,216,489
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,123
Other income not declared elsewhere2014-12-31$22,000
Administrative expenses (other) incurred2014-12-31$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,373,758
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,967,937
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$29,341,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,791,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,645,620
Interest on participant loans2014-12-31$32,660
Interest earned on other investments2014-12-31$128,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,242,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,479,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-442,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,190,350
Contract administrator fees2014-12-31$3,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,829,690
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,034,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,911,362
Expenses. Certain deemed distributions of participant loans2013-12-31$93,368
Value of total corrective distributions2013-12-31$23,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,351,292
Value of total assets at end of year2013-12-31$29,341,695
Value of total assets at beginning of year2013-12-31$25,546,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,288
Total interest from all sources2013-12-31$185,726
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,118,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,118,735
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,977,008
Participant contributions at end of year2013-12-31$1,216,489
Participant contributions at beginning of year2013-12-31$1,130,443
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$31,129
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,795,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$29,341,695
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,546,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,645,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,904,841
Interest on participant loans2013-12-31$40,426
Interest earned on other investments2013-12-31$145,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$41,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$41,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,479,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,469,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,173,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$343,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,911,362
Contract administrator fees2013-12-31$6,288
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$20,636
Total income from all sources (including contributions)2012-12-31$4,918,688
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,499,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,481,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,371,295
Value of total assets at end of year2012-12-31$25,546,118
Value of total assets at beginning of year2012-12-31$23,147,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,517
Total interest from all sources2012-12-31$252,374
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$260,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$260,405
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,085,948
Participant contributions at end of year2012-12-31$1,130,443
Participant contributions at beginning of year2012-12-31$1,157,442
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$99,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$20,636
Administrative expenses (other) incurred2012-12-31$10,724
Total non interest bearing cash at end of year2012-12-31$5
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,419,272
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,546,118
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,126,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,904,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,435,034
Interest on participant loans2012-12-31$37,237
Interest earned on other investments2012-12-31$215,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$41,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$150,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$150,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$7,469,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,383,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,034,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$185,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,481,899
Contract administrator fees2012-12-31$6,793
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$20,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,359
Total income from all sources (including contributions)2011-12-31$2,602,162
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,587,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,486,594
Value of total corrective distributions2011-12-31$93,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,755,029
Value of total assets at end of year2011-12-31$23,147,482
Value of total assets at beginning of year2011-12-31$23,130,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,816
Total interest from all sources2011-12-31$260,496
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$368,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$368,323
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,353,879
Participant contributions at end of year2011-12-31$1,157,442
Participant contributions at beginning of year2011-12-31$1,237,046
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$18,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$20,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$18,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$14,997
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,126,846
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,111,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,435,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,896,881
Interest on participant loans2011-12-31$47,832
Interest earned on other investments2011-12-31$212,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$150,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$30,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$30,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,383,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,946,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-781,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$376,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,486,594
Contract administrator fees2011-12-31$6,816
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$130,891
Total income from all sources (including contributions)2010-12-31$4,564,374
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,688,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,682,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,550,081
Value of total assets at end of year2010-12-31$23,130,208
Value of total assets at beginning of year2010-12-31$20,366,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,385
Total interest from all sources2010-12-31$247,471
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$295,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$295,586
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,392,136
Participant contributions at end of year2010-12-31$1,237,046
Participant contributions at beginning of year2010-12-31$1,151,677
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$161,867
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$157,945
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$18,356
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$29,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$18,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$130,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,876,305
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,111,849
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$20,235,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$14,896,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,274,205
Interest on participant loans2010-12-31$48,648
Interest earned on other investments2010-12-31$198,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$30,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$131,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$131,241
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,946,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,148,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,471,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$469,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,682,684
Contract administrator fees2010-12-31$5,385
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SINGERLEWAK LLP
Accountancy firm EIN2010-12-31952302317
2009 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2009 401k financial data
Total unrealized appreciation/depreciation of assets2009-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$130,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2009-12-31$1,322
Total income from all sources (including contributions)2009-12-31$6,349,886
Total loss/gain on sale of assets2009-12-31$0
Total of all expenses incurred2009-12-31$1,149,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$1,144,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$3,309,233
Value of total assets at end of year2009-12-31$20,366,435
Value of total assets at beginning of year2009-12-31$15,035,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$4,291
Total interest from all sources2009-12-31$148,461
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$182,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$182,954
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$500,000
If this is an individual account plan, was there a blackout period2009-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$2,839,777
Participant contributions at end of year2009-12-31$1,151,677
Participant contributions at beginning of year2009-12-31$965,302
Participant contributions at end of year2009-12-31$161,867
Participant contributions at beginning of year2009-12-31$134,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2009-12-31$29,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2009-12-31$16,777
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2009-12-31$130,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2009-12-31$1,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$5,200,883
Value of net assets at end of year (total assets less liabilities)2009-12-31$20,235,544
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$15,034,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$12,274,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$8,291,948
Interest on participant loans2009-12-31$58,406
Interest earned on other investments2009-12-31$89,956
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$131,241
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$7,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$7,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$6,148,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$5,233,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$2,709,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$469,456
Employer contributions (assets) at end of year2009-12-31$469,456
Employer contributions (assets) at beginning of year2009-12-31$386,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$1,144,712
Contract administrator fees2009-12-31$4,291
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31SINGERLEWAK, LLP
Accountancy firm EIN2009-12-31952302317
2008 : CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$1,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$139,253
Total income from all sources (including contributions)2008-12-31$-1,073,793
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$1,086,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$1,081,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$3,037,916
Value of total assets at end of year2008-12-31$15,035,983
Value of total assets at beginning of year2008-12-31$17,334,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$4,995
Total interest from all sources2008-12-31$53,754
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Administrative expenses professional fees incurred2008-12-31$4,995
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$500,000
If this is an individual account plan, was there a blackout period2008-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$2,537,126
Participant contributions at end of year2008-12-31$965,302
Participant contributions at beginning of year2008-12-31$673,098
Participant contributions at end of year2008-12-31$134,258
Participant contributions at beginning of year2008-12-31$69,661
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$114,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2008-12-31$16,777
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2008-12-31$19,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2008-12-31$1,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2008-12-31$139,253
Other income not declared elsewhere2008-12-31$180,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-2,160,145
Value of net assets at end of year (total assets less liabilities)2008-12-31$15,034,661
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$17,194,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$8,291,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$11,841,762
Interest on participant loans2008-12-31$52,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2008-12-31$7,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2008-12-31$139,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2008-12-31$139,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2008-12-31$1,253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$5,233,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$4,237,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-4,345,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$386,505
Employer contributions (assets) at end of year2008-12-31$386,505
Employer contributions (assets) at beginning of year2008-12-31$352,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$1,081,357
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31SINGERLEWAK, LLP
Accountancy firm EIN2008-12-31952302317

Form 5500 Responses for CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN

2022: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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 PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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 filingNo
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CALIFORNIA PIZZA KITCHEN, INC. AND SUBSIDIARIES RETIREMENT SAVINGS PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89 3506087
Policy instance 1
Insurance contract or identification number89 3506087
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-01-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered774
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered819
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered822
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered865
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,732
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,732
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered917
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,443
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,443
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered965
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,835
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,835
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number89-3506087
Policy instance 1
Insurance contract or identification number89-3506087
Number of Individuals Covered1197
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,201
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,201
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55234
Policy instance 1
Insurance contract or identification numberGP 55234
Number of Individuals Covered1055
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,137
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55234
Policy instance 1
Insurance contract or identification numberGP 55234
Number of Individuals Covered1045
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,635
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,635
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55234
Policy instance 1
Insurance contract or identification numberGP 55234
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $12,967
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,967
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 55234
Policy instance 1
Insurance contract or identification numberGP 55234
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $9,636
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,636
Insurance broker organization code?7
Insurance broker nameLINCOLN FINANCIAL ADVISORS

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