Plan5500

Cattlemens 401(K) Plan — Form 5500 plan (Cattlemens, A California Corporation)

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, Cattlemens 401(K) Plan is a benefit plan reported by Cattlemens, A California Corporation under EIN 94-1729627 and plan number 002. The latest loaded filing year is 2023. The filing reports 329 participants and $1,952,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cattlemens, A California Corporation
EIN
94-1729627
Plan number
002
Plan type
2
Location
Rohnert Park, CA
Latest filing year
2023
Participants
329
End-of-year plan assets
$1,952,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023329H, C20250613180545NAL0013764259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,952,935
Total liabilities (EOY)
$0
Net assets (EOY)
$1,952,935
Net assets (BOY)
$1,461,109

Income & contributions

Employer contributions
$151,078
Participant contributions
$154,634
Total contributions
$305,712
Total income / additions
$562,550

Expenses & distributions

Benefits paid
$33,576
Administrative expenses
$29,017
Total expenses
$70,724
Net increase / (decrease)
$491,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Miracle Mile Advisors, LLCBROKER/ADVISOR$7,394not reported in the loaded dataset2023
John Hancock Life Insurance Co. UsaRECORDKEEPER$1,592not reported in the loaded dataset2023

Related Form 5500 pages