2023 Form 5500 filing — California Community Foundation, Inc. Retirement 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 20250415165019NAL0001577475001) for California Community Foundation, Inc. Retirement Plan, reported by California Community Foundation, Inc. under EIN 95-3510055 and plan number 001. It reports 196 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)$27.1MReported net assets$27,144,139
Participants196
Provider compensation$27.2K1 Schedule C row(s)$27,230
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250415165019NAL0001577475001
Plan sponsor
California Community Foundation, Inc.
EIN
95-3510055
Plan number
001
Location
Los Angeles, 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)$27.1M total assets
Net assets$27.1MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.5M
Benefits paid / distributions$2.5M
Contributions
Employer$921.1K
Participant$686.8K
Full reported line items
Total assets (EOY)
$27,144,139
Total liabilities (EOY)
$0
Net assets (EOY)
$27,144,139
Employer contributions
$921,085
Participant contributions
$686,797
Total income / additions
$6,133,284
Benefits paid
$2,479,483
Administrative expenses
$10,780
Total expenses
$2,491,131
Net increase / (decrease)
$3,642,153
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$27.2K
    RECORDKEEPER · Direct $27.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250415165019NAL0001577475001 cover?
It is the 2023 Form 5500 filing for California Community Foundation, Inc. Retirement Plan, reported by California Community Foundation, Inc. (EIN 95-3510055).
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