Calportland Company Thrift & Profit Sharing Plan For Hourly 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 & Profit Sharing Plan For Hourly Employees is a benefit plan reported by Calportland Company under EIN 95-0597220 and plan number 012. The latest loaded filing year is 2023. The filing reports 2,049 participants and $67,084,413 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Calportland Company
EIN
95-0597220
Plan number
012
Plan type
2
Location
Glendora, CA
Latest filing year
2023
Participants
2,049
End-of-year plan assets
$67,084,413

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,049H, C20241015172957NAL0030495537001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,084,413
Total liabilities (EOY)
$0
Net assets (EOY)
$67,084,413
Net assets (BOY)
$53,654,446

Income & contributions

Employer contributions
$3,661,011
Participant contributions
$5,425,012
Total contributions
$9,377,513
Total income / additions
$17,870,294

Expenses & distributions

Benefits paid
$4,323,201
Administrative expenses
$117,126
Total expenses
$4,440,327
Net increase / (decrease)
$13,429,967

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group Inc.RECORDKEEPER$117,126$02023

Related Form 5500 pages