2023 Form 5500 filing — California Overland, Ltd. 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 20241009161031NAL0019604193001) for California Overland, Ltd. Plan, reported by California Overland, Ltd. under EIN 41-2017493 and plan number 001. It reports 207 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)$5.2MReported net assets$5,237,253
Participants207
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009161031NAL0019604193001
Plan sponsor
California Overland, Ltd.
EIN
41-2017493
Plan number
001
Location
Wabasha, MN
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)$5.2M total assets
Net assets$5.2MLiabilities$4.9K
Money in vs. money out
Total income / additions$1.7M
Total expenses$505.1K
Benefits paid / distributions$489.1K
Contributions
Employer$249.7K
Participant$736.2K
Full reported line items
Total assets (EOY)
$5,242,133
Total liabilities (EOY)
$4,880
Net assets (EOY)
$5,237,253
Employer contributions
$249,669
Participant contributions
$736,183
Total income / additions
$1,702,660
Benefits paid
$489,137
Administrative expenses
$11,073
Total expenses
$505,090
Net increase / (decrease)
$1,197,570
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $0
  2. 2
    RECORDKEEPER · Direct $0
  3. 3
    RIA · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009161031NAL0019604193001 cover?
It is the 2023 Form 5500 filing for California Overland, Ltd. Plan, reported by California Overland, Ltd. (EIN 41-2017493).
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