California Western School Of Law Defined Contribution Retirement Plan — Form 5500 plan (California Western School Of Law)
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 Western School Of Law Defined Contribution Retirement Plan is a benefit plan reported by California Western School Of Law under EIN 95-2944594 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $70,954,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Western School Of Law
- EIN
- 95-2944594
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $70,954,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20240820105801NAL0004391328001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,954,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,954,263
- Net assets (BOY)
- $64,363,756
Income & contributions
- Employer contributions
- $812,885
- Participant contributions
- $1,072,493
- Total contributions
- $2,677,763
- Total income / additions
- $10,930,393
Expenses & distributions
- Benefits paid
- $4,260,176
- Administrative expenses
- $79,710
- Total expenses
- $4,339,886
- Net increase / (decrease)
- $6,590,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $38,605 | $0 | 2023 |
| Alerus Financial | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| West, Rhode & Roberts | NONE | $11,330 | not reported in the loaded dataset | 2023 |