2023 Form 5500 filing — Retirement Plan For The Employees Of Central California Legal Services, Inc.
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 20241015151603NAL0030132641001) for Retirement Plan For The Employees Of Central California Legal Services, Inc., reported by Central California Legal Services, Inc. under EIN 94-1631809 and plan number 005. It reports 174 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)$7.7MReported net assets$7,719,029
Participants174
Provider compensation$17.3K3 Schedule C row(s)$17,343
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015151603NAL0030132641001
- Plan sponsor
- Central California Legal Services, Inc.
- EIN
- 94-1631809
- Plan number
- 005
- Location
- Fresno, 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)$7.7M total assets
Net assets$7.7MLiabilities—
Full reported line items
- Total assets (EOY)
- $7,719,029
- Net assets (EOY)
- $7,719,029
- Employer contributions
- $194,113
- Participant contributions
- $221,038
- Total income / additions
- $1,291,999
- Benefits paid
- $640,854
- Administrative expenses
- $225
- Total expenses
- $647,088
- Net increase / (decrease)
- $644,911
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $11,139 | $219 |
| Raymond James Financial Service Adv | BROKER | $5,620 | not reported in the loaded dataset |
| Lincoln National Corporation | RECORDKEEPER | $365 | not reported in the loaded dataset |