Califia Farms, LLC 401(K) Plan — Form 5500 plan (Califia Farms, 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, Califia Farms, LLC 401(K) Plan is a benefit plan reported by Califia Farms, LLC under EIN 47-4273426 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $20,979,525 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Califia Farms, LLC
EIN
47-4273426
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
454
End-of-year plan assets
$20,979,525

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023454H, C20241015070026NAL0027734993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,979,525
Net assets (EOY)
$20,979,525
Net assets (BOY)
$15,404,707

Income & contributions

Employer contributions
$1,725,821
Participant contributions
$2,339,184
Total contributions
$4,625,420
Total income / additions
$7,440,852

Expenses & distributions

Benefits paid
$1,866,034
Administrative expenses
$0
Total expenses
$1,866,034
Net increase / (decrease)
$5,574,818

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideNONE$73,718$02023
Pensionmark Financial Group LLCNONE$55,013$02023
Assured Partners Northeast, LLCNONE$11,183$02023

Related Form 5500 pages