California Coast University Employee Stock Ownership Plan — Form 5500 plan (California Coast University)
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 Coast University Employee Stock Ownership Plan is a benefit plan reported by California Coast University under EIN 95-2836948 and plan number 005. The latest loaded filing year is 2023. The filing reports 37 participants and $49,400,046 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Coast University
- EIN
- 95-2836948
- Plan number
- 005
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 37
- End-of-year plan assets
- $49,400,046
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37 | I | 20240723165650NAL0011717473001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $49,400,046
- Total liabilities (EOY)
- $16,593,152
- Net assets (EOY)
- $32,806,894
- Net assets (BOY)
- $20,306,348
Income & contributions
- Employer contributions
- $502,118
- Total income / additions
- $13,303,219
Expenses & distributions
- Benefits paid
- $314,992
- Total expenses
- $802,673
- Net increase / (decrease)
- $12,500,546
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.