California Payroll Group 401(K) Plan — Form 5500 plan (California Payroll Group)
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 Payroll Group 401(K) Plan is a benefit plan reported by California Payroll Group under EIN 46-2561662 and plan number 001. The latest loaded filing year is 2023. The filing reports 486 participants and $6,754,139 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Payroll Group
- EIN
- 46-2561662
- Plan number
- 001
- Plan type
- 2
- Location
- Agoura Hills, CA
- Latest filing year
- 2023
- Participants
- 486
- End-of-year plan assets
- $6,754,139
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 486 | H, C | 20241004155056NAL0011608801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,754,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,754,139
- Net assets (BOY)
- $5,218,710
Income & contributions
- Employer contributions
- $246,753
- Participant contributions
- $620,910
- Total contributions
- $867,663
- Total income / additions
- $1,816,742
Expenses & distributions
- Benefits paid
- $249,173
- Administrative expenses
- $22,419
- Total expenses
- $281,313
- Net increase / (decrease)
- $1,535,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $19,903 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |