Plan5500

Casa Colina, Inc. 403(B) Retirement Plan — Form 5500 plan (Casa Colina, 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, Casa Colina, Inc. 403(B) Retirement Plan is a benefit plan reported by Casa Colina, Inc. under EIN 95-3655256 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,260 participants and $47,879,060 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casa Colina, Inc.
EIN
95-3655256
Plan number
002
Plan type
2
Location
Pomona, CA
Latest filing year
2023
Participants
1,260
End-of-year plan assets
$47,879,060

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,260H, C20241014185136NAL0015439219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,879,060
Net assets (EOY)
$47,879,060
Net assets (BOY)
$39,726,846

Income & contributions

Employer contributions
$607,128
Participant contributions
$4,376,508
Total contributions
$5,000,109
Total income / additions
$11,641,206

Expenses & distributions

Benefits paid
$3,323,163
Administrative expenses
$126,274
Total expenses
$3,488,992
Net increase / (decrease)
$8,152,214

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$75,503$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$42,571not reported in the loaded dataset2023
Swenson Accountancy CorporationAUDITOR$8,200not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages