2023 Form 5500 filing — California Bankers Association
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 20240917210448NAL0007410546001) for California Bankers Association, reported by California Bankers Association under EIN 94-0356160 and plan number 003. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.5MReported net assets$7,500,094
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240917210448NAL0007410546001
- Plan sponsor
- California Bankers Association
- EIN
- 94-0356160
- Plan number
- 003
- Location
- Sacramento, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,500,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,500,094
- Employer contributions
- $87,919
- Participant contributions
- $149,101
- Total income / additions
- $1,366,102
- Benefits paid
- $921
- Administrative expenses
- $22,830
- Total expenses
- $23,751
- Net increase / (decrease)
- $1,342,351