Calportland Company Thrift And Profit Sharing Plan For Salaried Employees — Form 5500 plan (Calportland Company)

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, Calportland Company Thrift And Profit Sharing Plan For Salaried Employees is a benefit plan reported by Calportland Company under EIN 95-0597220 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,022 participants and $229,954,951 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calportland Company
EIN
95-0597220
Plan number
008
Plan type
2
Location
Glendora, CA
Latest filing year
2023
Participants
1,022
End-of-year plan assets
$229,954,951

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,022H, C20241015173057NAL0030497649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$229,954,951
Total liabilities (EOY)
$0
Net assets (EOY)
$229,954,951
Net assets (BOY)
$193,072,220

Income & contributions

Employer contributions
$11,063,479
Participant contributions
$6,760,970
Total contributions
$20,021,268
Total income / additions
$52,366,943

Expenses & distributions

Benefits paid
$15,421,578
Administrative expenses
$62,634
Total expenses
$15,484,212
Net increase / (decrease)
$36,882,731

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.RECORDKEEPER$62,634$02023

Related Form 5500 pages