Bank Of Southern California Na 401(K) Profit Sharing Plan — Form 5500 plan (Bank Of Southern California Na)
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, Bank Of Southern California Na 401(K) Profit Sharing Plan is a benefit plan reported by Bank Of Southern California Na under EIN 33-0956417 and plan number 002. The latest loaded filing year is 2023. The filing reports 265 participants and $15,915,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bank Of Southern California Na
- EIN
- 33-0956417
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 265
- End-of-year plan assets
- $15,915,726
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 265 | H, C | 20240701123434NAL0004147601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,915,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,915,726
- Net assets (BOY)
- $13,708,766
Income & contributions
- Employer contributions
- $929,835
- Participant contributions
- $1,977,810
- Total contributions
- $3,118,884
- Total income / additions
- $5,617,509
Expenses & distributions
- Benefits paid
- $3,335,618
- Administrative expenses
- $74,931
- Total expenses
- $3,410,549
- Net increase / (decrease)
- $2,206,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truog-Ryding Company Inc | TPA | $14,806 | $7,194 | 2023 |
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $20,579 | 2023 |
| Pension Assurance | AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries Inc | ADVISOR | $3,820 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,749 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bank Of Southern California Na
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Truog-Ryding Company Inc — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Pension Assurance — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation