2023 Form 5500 filing — California Financial Services 401(K) 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 20240826091728NAL0009557809001) for California Financial Services 401(K) Plan, reported by California Financial Services under EIN 33-0287382 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240826091728NAL0009557809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Financial Services
- EIN
- 33-0287382
- Plan number
- 001
- Location
- Ladera Ranch, CA
- Participants
- 18
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,867,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,867,064
- Employer contributions
- $90,369
- Participant contributions
- $219,709
- Total income / additions
- $1,144,938
- Benefits paid
- $463,892
- Administrative expenses
- $740
- Total expenses
- $464,632
- Net increase / (decrease)
- $680,306
- Schedule source
- Schedule I