2023 Form 5500 filing — California Society Of Cpas 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 20241011183635NAL0012857955001) for California Society Of Cpas 401(K) Plan, reported by California Society Of Cpas under EIN 94-1056137 and plan number 002. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011183635NAL0012857955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Society Of Cpas
- EIN
- 94-1056137
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,389,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,389,657
- Employer contributions
- $461,895
- Participant contributions
- $763,719
- Total income / additions
- $3,485,446
- Benefits paid
- $2,531,989
- Administrative expenses
- $54,864
- Total expenses
- $2,586,853
- Net increase / (decrease)
- $898,593
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $47,094 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,939 | $0 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | -$13,169 | not reported in the loaded dataset |