Palma High School 401(K) Plan — Form 5500 plan (Christian Brothers Institute Of California Dbapalm)
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, Palma High School 401(K) Plan is a benefit plan reported by Christian Brothers Institute Of California Dbapalm under EIN 94-1322168 and plan number 001. The latest loaded filing year is 2023. The filing reports 52 participants and $10,877,026 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christian Brothers Institute Of California Dbapalm
- EIN
- 94-1322168
- Plan number
- 001
- Plan type
- 2
- Location
- Salinas, CA
- Latest filing year
- 2023
- Participants
- 52
- End-of-year plan assets
- $10,877,026
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52 | I | 20240813130547NAL0018008528001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,877,026
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,877,026
- Net assets (BOY)
- $8,490,747
Income & contributions
- Employer contributions
- $178,100
- Participant contributions
- $354,278
- Total income / additions
- $2,416,680
Expenses & distributions
- Benefits paid
- $10,473
- Administrative expenses
- $19,928
- Total expenses
- $30,401
- Net increase / (decrease)
- $2,386,279
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.