2023 Form 5500 filing — Cal Coast Machinery, Inc. 401(K) 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 20241011183705NAL0011278611001) for Cal Coast Machinery, Inc. 401(K) Profit Sharing Plan, reported by Cal Coast Machinery, Inc. under EIN 95-3058711 and plan number 001. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011183705NAL0011278611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cal Coast Machinery, Inc.
- EIN
- 95-3058711
- Plan number
- 001
- Location
- Santa Maria, CA
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,418,862
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,418,862
- Employer contributions
- $131,000
- Participant contributions
- $538,486
- Total income / additions
- $1,756,335
- Benefits paid
- $422,348
- Administrative expenses
- $1,655
- Total expenses
- $424,003
- Net increase / (decrease)
- $1,332,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | BROKER | $0 | $22,053 |
| Truog-Ryding Company Inc | TPA | $0 | $4,296 |