2023 Form 5500 filing — California Coast University Employee Stock Ownership Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723165650NAL0011717473001) for California Coast University Employee Stock Ownership Plan, reported by California Coast University under EIN 95-2836948 and plan number 005. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240723165650NAL0011717473001
Filing year
2023
Form type
2
Plan sponsor
California Coast University
EIN
95-2836948
Plan number
005
Location
Santa Ana, CA
Participants
37
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$49,400,046
Total liabilities (EOY)
$16,593,152
Net assets (EOY)
$32,806,894
Employer contributions
$502,118
Total income / additions
$13,303,219
Benefits paid
$314,992
Total expenses
$802,673
Net increase / (decrease)
$12,500,546
Schedule source
Schedule I

Related Form 5500 pages