2023 Form 5500 filing — Savings Plan For Employees Of California Chamber Of Commerce
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 20240925161502NAL0015031745001) for Savings Plan For Employees Of California Chamber Of Commerce, reported by California Chamber Of Commerce under EIN 94-0361980 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925161502NAL0015031745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Chamber Of Commerce
- EIN
- 94-0361980
- Plan number
- 002
- Location
- Sacramento, CA
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,368,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,368,773
- Employer contributions
- $1,081,508
- Participant contributions
- $1,068,114
- Total income / additions
- $6,904,570
- Benefits paid
- $4,542,309
- Administrative expenses
- $72,172
- Total expenses
- $4,614,481
- Net increase / (decrease)
- $2,290,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Investment Corp | RETAINED BY EMPLOYER | $48,329 | $0 |
| John Hancock | RETAINED BY EMPLOYER | $23,843 | $0 |