2023 Form 5500 filing — California Giant, Inc. 401(K) Profit Sharing Plan & Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015095749NAL0016098067001) for California Giant, Inc. 401(K) Profit Sharing Plan & Trust, reported by California Giant, Inc. under EIN 77-0019191 and plan number 001. It reports 432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095749NAL0016098067001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Giant, Inc.
- EIN
- 77-0019191
- Plan number
- 001
- Location
- Watsonville, CA
- Participants
- 432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,986,581
- Total liabilities (EOY)
- $9,345
- Net assets (EOY)
- $23,977,236
- Employer contributions
- $785,120
- Participant contributions
- $1,020,220
- Total income / additions
- $5,201,514
- Benefits paid
- $1,955,637
- Administrative expenses
- $64,424
- Total expenses
- $2,020,061
- Net increase / (decrease)
- $3,181,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SVC PROVIDER | $0 | $32,807 |
| Quintes Administrative & Insurance | TPA | $0 | $19,211 |