Banc Of California, Inc. 401(K) Plan — Form 5500 plan (Banc Of California, Inc.)
Plain-English plan 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, Banc Of California, Inc. 401(K) Plan is a benefit plan reported by Banc Of California, Inc. under EIN 04-3639825 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,159 participants and $340,962,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Banc Of California, Inc.
- EIN
- 04-3639825
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 1,159
- End-of-year plan assets
- $340,962,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,159 | H, C | 20241010192906NAL0041320882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $340,962,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $340,962,983
- Net assets (BOY)
- $62,023,142
Income & contributions
- Employer contributions
- $2,921,844
- Participant contributions
- $5,873,498
- Total contributions
- $10,894,418
- Total income / additions
- $22,285,229
Expenses & distributions
- Benefits paid
- $6,527,957
- Administrative expenses
- $189,747
- Total expenses
- $6,717,704
- Net increase / (decrease)
- $15,567,525
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $188,797 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $37,500 | 2023 |
| Actuarial Benefits Corporation | CONTRACT ADMINISTRATOR | $950 | $24,103 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Banc Of California, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Actuarial Benefits Corporation — Schedule C compensation