California Society Of Cpas 401(K) Plan — Form 5500 plan (California Society Of Cpas)
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 Society Of Cpas 401(K) Plan is a benefit plan reported by California Society Of Cpas under EIN 94-1056137 and plan number 002. The latest loaded filing year is 2023. The filing reports 159 participants and $14,389,657 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Society Of Cpas
- EIN
- 94-1056137
- Plan number
- 002
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $14,389,657
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241011183635NAL0012857955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,389,657
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,389,657
- Net assets (BOY)
- $13,491,064
Income & contributions
- Employer contributions
- $461,895
- Participant contributions
- $763,719
- Total contributions
- $1,368,834
- Total income / additions
- $3,485,446
Expenses & distributions
- Benefits paid
- $2,531,989
- Administrative expenses
- $54,864
- Total expenses
- $2,586,853
- Net increase / (decrease)
- $898,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc Dba | INVESTMENT ADVISOR | $47,094 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $20,939 | $0 | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | -$13,169 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Society Of Cpas
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Gallagher Benefit Services Inc Dba — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation