California Commercial Investment Group, Inc. 401(K) Plan — Form 5500 plan (California Commercial Investment Group, Inc.)

Plain-English plan 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, California Commercial Investment Group, Inc. 401(K) Plan is a benefit plan reported by California Commercial Investment Group, Inc. under EIN 20-1630741 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $4,025,296 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Commercial Investment Group, Inc.
EIN
20-1630741
Plan number
001
Plan type
2
Location
Westlake Village, CA
Latest filing year
2023
Participants
378
End-of-year plan assets
$4,025,296

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023378H, C20240909093933NAL0002305379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,025,296
Total liabilities (EOY)
$0
Net assets (EOY)
$4,025,296
Net assets (BOY)
$3,062,924

Income & contributions

Employer contributions
$61,538
Participant contributions
$479,853
Total contributions
$757,194
Total income / additions
$1,360,896

Expenses & distributions

Benefits paid
$394,655
Administrative expenses
$3,869
Total expenses
$398,524
Net increase / (decrease)
$962,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group RetirementRECORDKEEPER$2,152$02023
Retirement Solutions Advisors, LLCCONTRACT ADMIN$665not reported in the loaded dataset2023

Related Form 5500 pages