2023 Form 5500 filing — California Western School Of Law Defined Contribution Retirement Plan
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 20240820105801NAL0004391328001) for California Western School Of Law Defined Contribution Retirement Plan, reported by California Western School Of Law under EIN 95-2944594 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820105801NAL0004391328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Western School Of Law
- EIN
- 95-2944594
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $70,954,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,954,263
- Employer contributions
- $812,885
- Participant contributions
- $1,072,493
- Total income / additions
- $10,930,393
- Benefits paid
- $4,260,176
- Administrative expenses
- $79,710
- Total expenses
- $4,339,886
- Net increase / (decrease)
- $6,590,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $38,605 | $0 |
| Alerus Financial | NONE | $30,000 | not reported in the loaded dataset |
| West, Rhode & Roberts | NONE | $11,330 | not reported in the loaded dataset |