2023 Form 5500 filing — California Rural Legal Assistance, Inc. 401(K) Retirement Savings 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 20241015105829NAL0048941040001) for California Rural Legal Assistance, Inc. 401(K) Retirement Savings Plan, reported by California Rural Legal Assistance, Inc. under EIN 95-2428657 and plan number 001. It reports 272 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)$11.3MReported net assets$11,262,065
Participants272
Provider compensation$10.2K3 Schedule C row(s)$10,166
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015105829NAL0048941040001
- Plan sponsor
- California Rural Legal Assistance, Inc.
- EIN
- 95-2428657
- Plan number
- 001
- Location
- Modesto, CA
- Received date
- not reported in the loaded dataset
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)$11.3M total assets
Net assets$11.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,262,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,262,065
- Employer contributions
- $377,269
- Participant contributions
- $819,416
- Total income / additions
- $2,750,120
- Benefits paid
- $919,519
- Administrative expenses
- $7,435
- Total expenses
- $926,954
- Net increase / (decrease)
- $1,823,166
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $7,435 | not reported in the loaded dataset |
| Charles Trust Schwab Bank | CUSTODIAN | $0 | $2,731 |
| Charles Schwab & Co., Inc. | DIRECTED TRUSTEE | $0 | $0 |