2023 Form 5500 filing — Casa Colina, Inc. 403(B) 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 20241014185136NAL0015439219001) for Casa Colina, Inc. 403(B) Retirement Plan, reported by Casa Colina, Inc. under EIN 95-3655256 and plan number 002. It reports 1,260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014185136NAL0015439219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Casa Colina, Inc.
- EIN
- 95-3655256
- Plan number
- 002
- Location
- Pomona, CA
- Participants
- 1,260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,879,060
- Net assets (EOY)
- $47,879,060
- Employer contributions
- $607,128
- Participant contributions
- $4,376,508
- Total income / additions
- $11,641,206
- Benefits paid
- $3,323,163
- Administrative expenses
- $126,274
- Total expenses
- $3,488,992
- Net increase / (decrease)
- $8,152,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $75,503 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $42,571 | not reported in the loaded dataset |
| Swenson Accountancy Corporation | AUDITOR | $8,200 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |