California Coast University — 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, California Coast University (EIN 95-2836948) is a plan sponsor located in Santa Ana, CA with 1 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
95-2836948
Location
Santa Ana, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$49,400,046
Total reported liabilities (EOY)
$16,593,152
Total reported net assets (EOY)
$32,806,894

Contributions & income

Employer contributions
$502,118
Total income / additions
$13,303,219

Expenses & distributions

Benefits paid / distributions
$314,992
Total expenses
$802,673
Net increase / (decrease)
$12,500,546

Coverage

Total reported participants
37
Plans with financial statements
1
Plans with provider compensation
0

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

California Coast University plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
California Coast University Employee Stock Ownership Plan00537$49,400,0462023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for California Coast University
YearPlanParticipantsSchedulesFiling
2023California Coast University Employee Stock Ownership Plan37I20240723165650NAL0011717473001

Related Form 5500 pages