California Family Life Center 401(K) Profit Sharing Plan & Trust — Form 5500 plan (California Family Life Center)
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 Family Life Center 401(K) Profit Sharing Plan & Trust is a benefit plan reported by California Family Life Center under EIN 95-3699116 and plan number 001. The latest loaded filing year is 2023. The filing reports 106 participants and $3,558,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Family Life Center
- EIN
- 95-3699116
- Plan number
- 001
- Plan type
- 2
- Location
- Hemet, CA
- Latest filing year
- 2023
- Participants
- 106
- End-of-year plan assets
- $3,558,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 106 | H, C | 20241014092943NAL0025824209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,558,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,558,548
- Net assets (BOY)
- $2,974,670
Income & contributions
- Employer contributions
- $89,002
- Participant contributions
- $208,614
- Total contributions
- $297,616
- Total income / additions
- $753,877
Expenses & distributions
- Benefits paid
- $150,793
- Administrative expenses
- $18,516
- Total expenses
- $169,999
- Net increase / (decrease)
- $583,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $1,014 | not reported in the loaded dataset | 2023 |