2023 Form 5500 filing — Calportland Company Thrift And Profit Sharing Plan For Salaried Employees
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 20241015173057NAL0030497649001) for Calportland Company Thrift And Profit Sharing Plan For Salaried Employees, reported by Calportland Company under EIN 95-0597220 and plan number 008. It reports 1,022 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$230MReported net assets$229,954,951
Participants1K1,022
Provider compensation$62.6K1 Schedule C row(s)$62,634
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015173057NAL0030497649001
- Plan sponsor
- Calportland Company
- EIN
- 95-0597220
- Plan number
- 008
- Location
- Glendora, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$230M total assets
Net assets$230MLiabilities$0
Full reported line items
- Total assets (EOY)
- $229,954,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,954,951
- Employer contributions
- $11,063,479
- Participant contributions
- $6,760,970
- Total income / additions
- $52,366,943
- Benefits paid
- $15,421,578
- Administrative expenses
- $62,634
- Total expenses
- $15,484,212
- Net increase / (decrease)
- $36,882,731
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group Inc. | RECORDKEEPER | $62,634 | $0 |