2023 Form 5500 filing — California Commercial Investment Group, Inc. 401(K) 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 20240909093933NAL0002305379001) for California Commercial Investment Group, Inc. 401(K) Plan, reported by California Commercial Investment Group, Inc. under EIN 20-1630741 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909093933NAL0002305379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Commercial Investment Group, Inc.
- EIN
- 20-1630741
- Plan number
- 001
- Location
- Westlake Village, CA
- Participants
- 378
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,025,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,025,296
- Employer contributions
- $61,538
- Participant contributions
- $479,853
- Total income / additions
- $1,360,896
- Benefits paid
- $394,655
- Administrative expenses
- $3,869
- Total expenses
- $398,524
- Net increase / (decrease)
- $962,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement | RECORDKEEPER | $2,152 | $0 |
| Retirement Solutions Advisors, LLC | CONTRACT ADMIN | $665 | not reported in the loaded dataset |