2023 Form 5500 filing — Cattlemens 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 20250613180545NAL0013764259001) for Cattlemens 401(K) Plan, reported by Cattlemens, A California Corporation under EIN 94-1729627 and plan number 002. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250613180545NAL0013764259001
Filing year
2023
Form type
2
Plan sponsor
Cattlemens, A California Corporation
EIN
94-1729627
Plan number
002
Location
Rohnert Park, CA
Participants
329
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,952,935
Total liabilities (EOY)
$0
Net assets (EOY)
$1,952,935
Employer contributions
$151,078
Participant contributions
$154,634
Total income / additions
$562,550
Benefits paid
$33,576
Administrative expenses
$29,017
Total expenses
$70,724
Net increase / (decrease)
$491,826
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Miracle Mile Advisors, LLCBROKER/ADVISOR$7,394not reported in the loaded dataset
John Hancock Life Insurance Co. UsaRECORDKEEPER$1,592not reported in the loaded dataset

Related Form 5500 pages