California Northstate University LLC 401k Profit Sharing Plan — Form 5500 plan (California Northstate University 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, California Northstate University LLC 401k Profit Sharing Plan is a benefit plan reported by California Northstate University LLC under EIN 90-0781371 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $11,164,370 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$11.2MPlan net assets, end of year$11,164,192
Participants378Covered participants reported
Assets / participant$29.5KComputed: assets ÷ participants$29,535 (computed)
Provider compensation$5.5K2 Schedule C provider row(s)$5,492
- Plan sponsor
- California Northstate University LLC
- EIN
- 90-0781371
- Plan number
- 001
- Plan type
- 3
- Location
- Elk Grove, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 378 | H, C | 20240909184307NAL0002567779001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$178
Full reported line items
Net assets
- Total assets (EOY)
- $11,164,370
- Total liabilities (EOY)
- $178
- Net assets (EOY)
- $11,164,192
- Net assets (BOY)
- $8,527,595
Income & contributions
- Employer contributions
- $512,017
- Participant contributions
- $958,940
- Total contributions
- $1,506,695
- Total income / additions
- $3,009,746
Expenses & distributions
- Benefits paid
- $286,603
- Administrative expenses
- $86,546
- Total expenses
- $373,149
- Net increase / (decrease)
- $2,636,597
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | NONE | $3,534 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc | NONE | $1,958 | not reported in the loaded dataset | 2023 |