California University Of Science And Medicine 401(K) Plan — Form 5500 plan (California University Of Science And Medicine)
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 University Of Science And Medicine 401(K) Plan is a benefit plan reported by California University Of Science And Medicine under EIN 46-4141445 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $4,729,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California University Of Science And Medicine
- EIN
- 46-4141445
- Plan number
- 001
- Plan type
- 2
- Location
- Colton, CA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $4,729,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241010151806NAL0011651475001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,729,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,729,537
- Net assets (BOY)
- $3,159,755
Income & contributions
- Employer contributions
- $380,499
- Participant contributions
- $836,272
- Total contributions
- $1,217,110
- Total income / additions
- $1,834,100
Expenses & distributions
- Benefits paid
- $264,914
- Administrative expenses
- -$596
- Total expenses
- $264,318
- Net increase / (decrease)
- $1,569,782
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$596 | $0 | 2023 |