2023 Form 5500 filing — California Northstate University LLC 401k Profit Sharing 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 20240909184307NAL0002567779001) for California Northstate University LLC 401k Profit Sharing Plan, reported by California Northstate University LLC under EIN 90-0781371 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,164,192
Participants378
Provider compensation$5.5K2 Schedule C row(s)$5,492
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240909184307NAL0002567779001
Plan sponsor
California Northstate University LLC
EIN
90-0781371
Plan number
001
Location
Elk Grove, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$178
Money in vs. money out
Total income / additions$3M
Total expenses$373.1K
Benefits paid / distributions$286.6K
Contributions
Employer$512K
Participant$958.9K
Full reported line items
Total assets (EOY)
$11,164,370
Total liabilities (EOY)
$178
Net assets (EOY)
$11,164,192
Employer contributions
$512,017
Participant contributions
$958,940
Total income / additions
$3,009,746
Benefits paid
$286,603
Administrative expenses
$86,546
Total expenses
$373,149
Net increase / (decrease)
$2,636,597
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $3.5K
  2. 2
    NONE · Direct $2K

Related Form 5500 pages