Plan5500

Community West Bancshares — 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, Community West Bancshares (EIN 77-0446957) is a plan sponsor located in Goleta, 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
77-0446957
Location
Goleta, CA
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.7MSummed across loaded plans$14,720,993
Total reported assets$14.7M$14,720,993
Total reported participants335
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.7M total assets
Net assets$14.7MLiabilities$0
Contributions & income
Employer contributions$425.4K
Participant contributions$1.2M
Total income / additions$3.9M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.8M
Net increase / (decrease)$2.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing Plan
Participants per plan168Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing Plan$14.7M
    Plan #001 · 197 participants · 2023
  2. 2
    Community West Bancshares Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 138 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Community West Bancshares
YearPlanParticipantsSchedulesFiling
2023Community West Bancshares Welfare Benefit Plan138—20240708134021NAL0026574498001
2023Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing Plan197H, C20241004160945NAL0006838211001
2023Community West Bancshares Welfare Benefit Plan138—20241212195356NAL0014893793001

Related Form 5500 pages