Calportland Company Retirement Savings Plan — 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 Retirement Savings Plan is a benefit plan reported by Calportland Company under EIN 95-0597220 and plan number 010. The latest loaded filing year is 2023. The filing reports 625 participants and $48,633,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calportland Company
- EIN
- 95-0597220
- Plan number
- 010
- Plan type
- 2
- Location
- Glendora, CA
- Latest filing year
- 2023
- Participants
- 625
- End-of-year plan assets
- $48,633,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 625 | H, C | 20241015172804NAL0030490625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,633,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,633,044
- Net assets (BOY)
- $40,359,751
Income & contributions
- Employer contributions
- $3,411,495
- Participant contributions
- $2,504,170
- Total contributions
- $5,925,428
- Total income / additions
- $12,391,562
Expenses & distributions
- Benefits paid
- $4,075,044
- Administrative expenses
- $43,225
- Total expenses
- $4,118,269
- Net increase / (decrease)
- $8,273,293
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vanguard Group, Inc. | RECORDKEEPER | $43,225 | $0 | 2023 |