Plan5500

Catalina Channel Express, Inc. — 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, Catalina Channel Express, Inc. (EIN 95-3650406) is a plan sponsor located in San Pedro, 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
95-3650406
Location
San Pedro, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Catalina Channel Express, Inc.

  • 2 loaded plans hold $26.7M in reported assets.
  • The largest, Catalina Channel Express, Inc. 401(K) Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 555 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$26.7MSummed across loaded plans$26,688,680
Total reported assets$26.7M$26,688,680
Total reported participants555
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$26.7M total assets
Net assets$26.7MLiabilities$0
Contributions & income
Employer contributions$545.1K
Participant contributions$916.6K
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.4M
Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Catalina Channel Express, Inc. 401(K) Plan And Trust
Participants per plan278Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Catalina Channel Express, Inc. 401(K) Plan And Trust$26.7M
    Plan #001 · 376 participants · 2023
  2. 2
    Catalina Express Health Care Plannot reported in the loaded dataset
    Plan #501 · 179 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catalina Channel Express, Inc.. Open one for its full reported snapshot.

  1. 2023
    Catalina Express Health Care Plan179 participants · 2No schedules
    View filing →
  2. 2023
    Catalina Channel Express, Inc. 401(K) Plan And Trust376 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catalina Channel Express, Inc. report on Form 5500?
Catalina Channel Express, Inc. (EIN 95-3650406) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catalina Channel Express, Inc.?
The Employer Identification Number (EIN) reported for Catalina Channel Express, Inc. is 95-3650406.
What is the latest Form 5500 filing year for Catalina Channel Express, Inc.?
The latest loaded Form 5500 filing year for Catalina Channel Express, Inc. is 2023.

Related Form 5500 pages