2023 Form 5500 filing — Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing 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 20241004160945NAL0006838211001) for Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing Plan, reported by Community West Bancshares under EIN 77-0446957 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,720,993
Participants197
Provider compensation$61K2 Schedule C row(s)$61,046
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004160945NAL0006838211001
Plan sponsor
Community West Bancshares
EIN
77-0446957
Plan number
001
Location
Goleta, 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)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$425.4K
Participant$1.2M
Full reported line items
Total assets (EOY)
$14,720,993
Total liabilities (EOY)
$0
Net assets (EOY)
$14,720,993
Employer contributions
$425,357
Participant contributions
$1,191,057
Total income / additions
$3,881,917
Benefits paid
$1,688,234
Administrative expenses
$69,128
Total expenses
$1,764,370
Net increase / (decrease)
$2,117,547
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $42.7K · Indirect $0
  2. 2
    ADVISOR · Direct $18.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004160945NAL0006838211001 cover?
It is the 2023 Form 5500 filing for Community West Bancshares & Subsidiaries Employees' 401(K) Profit Sharing Plan, reported by Community West Bancshares (EIN 77-0446957).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages