California Retirement Plans, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Retirement Plans, LLC (EIN 75-3191412) is a plan sponsor located in Bakersfield, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
75-3191412
Location
Bakersfield, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for California Retirement Plans, LLC

  • 1 loaded plans hold $1.7M in reported assets.
  • The largest, California Retirement Plans, LLC 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.7MSummed across loaded plans$1,726,664
Total reported assets$1.7M$1,726,664
Total reported participants5
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.7M total assets
Net assets$1.7MLiabilities$0
Contributions & income
Employer contributions$79.2K
Participant contributions$60K
Total income / additions$238.7K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$238.7K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%California Retirement Plans, LLC 401(K) Profit Sharing Plan
Participants per plan5Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 5 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for California Retirement Plans, LLC. Open one for its full reported snapshot.

  1. 2023
    California Retirement Plans, LLC 401(K) Profit Sharing Plan5 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does California Retirement Plans, LLC report on Form 5500?
California Retirement Plans, LLC (EIN 75-3191412) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for California Retirement Plans, LLC?
The Employer Identification Number (EIN) reported for California Retirement Plans, LLC is 75-3191412.
What is the latest Form 5500 filing year for California Retirement Plans, LLC?
The latest loaded Form 5500 filing year for California Retirement Plans, LLC is 2023.

Related Form 5500 pages