California Giant, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (California Giant, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, California Giant, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by California Giant, Inc. under EIN 77-0019191 and plan number 001. The latest loaded filing year is 2023. The filing reports 432 participants and $23,986,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Giant, Inc.
EIN
77-0019191
Plan number
001
Plan type
3
Location
Watsonville, CA
Latest filing year
2023
Participants
432
End-of-year plan assets
$23,986,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023432H, C20241015095749NAL0016098067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,986,581
Total liabilities (EOY)
$9,345
Net assets (EOY)
$23,977,236
Net assets (BOY)
$20,795,783

Income & contributions

Employer contributions
$785,120
Participant contributions
$1,020,220
Total contributions
$1,905,491
Total income / additions
$5,201,514

Expenses & distributions

Benefits paid
$1,955,637
Administrative expenses
$64,424
Total expenses
$2,020,061
Net increase / (decrease)
$3,181,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCSVC PROVIDER$0$32,8072023
Quintes Administrative & InsuranceTPA$0$19,2112023

Related Form 5500 pages