Retirement Plan For The Employees Of Central California Legal Services, Inc. — Form 5500 plan (Central California Legal Services, Inc.)
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, Retirement Plan For The Employees Of Central California Legal Services, Inc. is a benefit plan reported by Central California Legal Services, Inc. under EIN 94-1631809 and plan number 005. The latest loaded filing year is 2023. The filing reports 174 participants and $7,719,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central California Legal Services, Inc.
- EIN
- 94-1631809
- Plan number
- 005
- Plan type
- 2
- Location
- Fresno, CA
- Latest filing year
- 2023
- Participants
- 174
- End-of-year plan assets
- $7,719,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 174 | H, C | 20241015151603NAL0030132641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,719,029
- Net assets (EOY)
- $7,719,029
- Net assets (BOY)
- $7,074,118
Income & contributions
- Employer contributions
- $194,113
- Participant contributions
- $221,038
- Total contributions
- $415,151
- Total income / additions
- $1,291,999
Expenses & distributions
- Benefits paid
- $640,854
- Administrative expenses
- $225
- Total expenses
- $647,088
- Net increase / (decrease)
- $644,911
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $11,139 | $219 | 2023 |
| Raymond James Financial Service Adv | BROKER | $5,620 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | RECORDKEEPER | $365 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central California Legal Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fresno, CA
- Nationwide — Schedule C compensation
- Raymond James Financial Service Adv — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation