Victoria U.S. Holdings 401(K) Plan — Form 5500 plan (Cali Bamboo, LLC)
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, Victoria U.S. Holdings 401(K) Plan is a benefit plan reported by Cali Bamboo, LLC under EIN 20-3050842 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $14,508,252 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cali Bamboo, LLC
- EIN
- 20-3050842
- Plan number
- 001
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 306
- End-of-year plan assets
- $14,508,252
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 306 | H, C | 20241014172249NAL0015357459001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,508,252
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,508,252
- Net assets (BOY)
- $7,039,940
Income & contributions
- Employer contributions
- $770,381
- Participant contributions
- $1,541,337
- Total contributions
- $2,467,378
- Total income / additions
- $4,898,681
Expenses & distributions
- Benefits paid
- $1,391,182
- Administrative expenses
- $71,517
- Total expenses
- $1,464,277
- Net increase / (decrease)
- $3,434,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Park Avenue Securities | BROKER | $0 | $43,867 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $40,968 | $0 | 2023 |
| San Diego Pension Consultants | TPA | $8,660 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $8,520 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | OTHER | $4,595 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cali Bamboo, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Encinitas, CA
- Park Avenue Securities — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- San Diego Pension Consultants — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation