California Bankers Association — Form 5500 plan (California Bankers Association)
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 Bankers Association is a benefit plan reported by California Bankers Association under EIN 94-0356160 and plan number 003. The latest loaded filing year is 2023. The filing reports 30 participants and $7,500,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Bankers Association
- EIN
- 94-0356160
- Plan number
- 003
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 30 | I | 20240917210448NAL0007410546001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $7,500,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,500,094
- Net assets (BOY)
- $6,157,743
Income & contributions
- Employer contributions
- $87,919
- Participant contributions
- $149,101
- Total income / additions
- $1,366,102
Expenses & distributions
- Benefits paid
- $921
- Administrative expenses
- $22,830
- Total expenses
- $23,751
- Net increase / (decrease)
- $1,342,351
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.