California Rural Legal Assistance, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (California Rural Legal Assistance, 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, California Rural Legal Assistance, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by California Rural Legal Assistance, Inc. under EIN 95-2428657 and plan number 001. The latest loaded filing year is 2023. The filing reports 272 participants and $11,262,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Rural Legal Assistance, Inc.
- EIN
- 95-2428657
- Plan number
- 001
- Plan type
- 2
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $11,262,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241015105829NAL0048941040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,262,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,262,065
- Net assets (BOY)
- $9,438,899
Income & contributions
- Employer contributions
- $377,269
- Participant contributions
- $819,416
- Total contributions
- $1,211,758
- Total income / additions
- $2,750,120
Expenses & distributions
- Benefits paid
- $919,519
- Administrative expenses
- $7,435
- Total expenses
- $926,954
- Net increase / (decrease)
- $1,823,166
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $7,435 | not reported in the loaded dataset | 2023 |
| Charles Trust Schwab Bank | CUSTODIAN | $0 | $2,731 | 2023 |
| Charles Schwab & Co., Inc. | DIRECTED TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Rural Legal Assistance, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Alliance Pension Consultants, LLC — Schedule C compensation
- Charles Trust Schwab Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation