Profile
Grupe Company Retirement Savings Plan in Stockton, CA is in Stockton, CA, its EIN is 680202072, its industry group is Land Subdivision, its plan administrator is Michael Kristoff, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 237210, has 50 to 99 total participants, and is better than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant.
Numeric values:
- total assets at beginning of plan year ($10,582,580)
- net assets (assets minus liabilities) ($8.60M)
- total assets ($8,579,681)
- value of interest in registered investment companies (e.g., mutual funds) ($6.70M)
- value of funds held in insurance company general account (unallocated contracts) ($1,832,446)
- total contributions ($391,028)
- total expenses ($376,278)
- cash contributions from participants ($295,825)
- average account balance ($104,630)
- cash contributions from employers ($90,833)
- other administrative expenses ($30,707)
- total administrative expenses ($30,707)
- participant loans ($23,305)
- average employer+participant cash contribution per active participant ($7,891)
- average participant cash contribution per active participant ($6,037)
- average employer cash contribution per active participant ($1,854)
- total administrative expense per participant ($374.48)
- total noninterest-bearing cash ($0)
- receivables - employer contributions ($0)
- receivables - participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- investment advisory and management fees ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$24,426)
- total income (-$1,626,621)
- net income (-$2,002,899)
- earnings on investments (-$2,018,543)
- net earnings on investments (-$2,018,543)
- percentage of active participants (59.8%)
- diversity of asset types (16.9%)
- total administrative expense ratio (0.360%)
- participant loans as a percentage of plan assets (0.27%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- growth in total assets during the plan year (-18.9%)
- yield on beginning-of-plan-year total assets (-19.07%)
- active participants (49)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (82)
- other retired or separated participants entitled to future benefits (32)
- retired or separated participants receiving benefits (1)
- total participants (82)