Savings Plan For Employees Of California Chamber Of Commerce — Form 5500 plan (California Chamber Of Commerce)
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, Savings Plan For Employees Of California Chamber Of Commerce is a benefit plan reported by California Chamber Of Commerce under EIN 94-0361980 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $34,368,773 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Chamber Of Commerce
- EIN
- 94-0361980
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $34,368,773
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240925161502NAL0015031745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,368,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,368,773
- Net assets (BOY)
- $32,078,684
Income & contributions
- Employer contributions
- $1,081,508
- Participant contributions
- $1,068,114
- Total contributions
- $2,285,479
- Total income / additions
- $6,904,570
Expenses & distributions
- Benefits paid
- $4,542,309
- Administrative expenses
- $72,172
- Total expenses
- $4,614,481
- Net increase / (decrease)
- $2,290,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Investment Corp | RETAINED BY EMPLOYER | $48,329 | $0 | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $23,843 | $0 | 2023 |