2023 Form 5500 filing — California Boiler, Inc. 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 20240828140007NAL0012203121001) for California Boiler, Inc. Employee Stock Ownership Plan, reported by California Boiler, Inc. under EIN 33-0063456 and plan number 004. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,472,920
Participants325
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20240828140007NAL0012203121001
Plan sponsor
California Boiler, Inc.
EIN
33-0063456
Plan number
004
Location
Santa Ana, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.1M total assets
Net assets$4.5MLiabilities$1.6M
Money in vs. money out
Total income / additions$1M
Total expenses$468.4K
Benefits paid / distributions$364.8K
Contributions
Employer$631.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,083,198
Total liabilities (EOY)
$1,610,278
Net assets (EOY)
$4,472,920
Employer contributions
$631,530
Total income / additions
$1,003,202
Benefits paid
$364,838
Total expenses
$468,355
Net increase / (decrease)
$534,847

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828140007NAL0012203121001 cover?
It is the 2023 Form 5500 filing for California Boiler, Inc. Employee Stock Ownership Plan, reported by California Boiler, Inc. (EIN 33-0063456).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages