California Financial Services 401(K) Plan — Form 5500 plan (California Financial Services)
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 Financial Services 401(K) Plan is a benefit plan reported by California Financial Services under EIN 33-0287382 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $4,867,064 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Financial Services
- EIN
- 33-0287382
- Plan number
- 001
- Plan type
- 2
- Location
- Ladera Ranch, CA
- Latest filing year
- 2023
- Participants
- 18
- End-of-year plan assets
- $4,867,064
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240826091728NAL0009557809001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,867,064
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,867,064
- Net assets (BOY)
- $4,186,758
Income & contributions
- Employer contributions
- $90,369
- Participant contributions
- $219,709
- Total income / additions
- $1,144,938
Expenses & distributions
- Benefits paid
- $463,892
- Administrative expenses
- $740
- Total expenses
- $464,632
- Net increase / (decrease)
- $680,306
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.