Plan5500

California Northstate University LLC 401k Profit Sharing Plan — Form 5500 plan (California Northstate University LLC)

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, California Northstate University LLC 401k Profit Sharing Plan is a benefit plan reported by California Northstate University LLC under EIN 90-0781371 and plan number 001. The latest loaded filing year is 2023. The filing reports 378 participants and $11,164,370 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.2MPlan net assets, end of year$11,164,192
Participants378Covered participants reported
Assets / participant$29.5KComputed: assets ÷ participants$29,535 (computed)
Provider compensation$5.5K2 Schedule C provider row(s)$5,492
Plan sponsor
California Northstate University LLC
EIN
90-0781371
Plan number
001
Plan type
3
Location
Elk Grove, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    378 participants · 3Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$178
Money in vs. money out
Total income / additions$3M
Total expenses$373.1K
Benefits paid / distributions$286.6K
Contributions
Employer$512K
Participant$958.9K
Full reported line items

Net assets

Total assets (EOY)
$11,164,370
Total liabilities (EOY)
$178
Net assets (EOY)
$11,164,192
Net assets (BOY)
$8,527,595

Income & contributions

Employer contributions
$512,017
Participant contributions
$958,940
Total contributions
$1,506,695
Total income / additions
$3,009,746

Expenses & distributions

Benefits paid
$286,603
Administrative expenses
$86,546
Total expenses
$373,149
Net increase / (decrease)
$2,636,597
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    John Hancock Life Insurance Company$3.5K
    NONE · Direct $3.5K
  2. 2
    Wilshire Associates Inc$2K
    NONE · Direct $2K

Related Form 5500 pages