Cali Bamboo, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cali Bamboo, LLC (EIN 20-3050842) is a plan sponsor located in Encinitas, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-3050842
Location
Encinitas, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,508,252
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,508,252

Contributions & income

Employer contributions
$770,381
Participant contributions
$1,541,337
Total income / additions
$4,898,681

Expenses & distributions

Benefits paid / distributions
$1,391,182
Total expenses
$1,464,277
Net increase / (decrease)
$3,434,404

Coverage

Total reported participants
465
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Cali Bamboo, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Victoria U.S. Holdings 401(K) Plan001306$14,508,2522023
Cali Bamboo, LLC Health And Welfare Plan501159not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cali Bamboo, LLC
YearPlanParticipantsSchedulesFiling
2023Victoria U.S. Holdings 401(K) Plan306H, C20241014172249NAL0015357459001
2023Cali Bamboo, LLC Health And Welfare Plan15920250331102156NAL0003208419001

Related Form 5500 pages