Citizen Watch America 401(K) And Profit Sharing Plan — Form 5500 plan (Citizen Watch Company Of America 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, Citizen Watch America 401(K) And Profit Sharing Plan is a benefit plan reported by Citizen Watch Company Of America Inc. under EIN 95-2934490 and plan number 002. The latest loaded filing year is 2023. The filing reports 676 participants and $108,095,842 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citizen Watch Company Of America Inc.
EIN
95-2934490
Plan number
002
Plan type
2
Location
Torrance, CA
Latest filing year
2023
Participants
676
End-of-year plan assets
$108,095,842

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023676H, C20240828092816NAL0021704656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,095,842
Total liabilities (EOY)
$0
Net assets (EOY)
$108,095,842
Net assets (BOY)
$95,787,612

Income & contributions

Employer contributions
$2,206,584
Participant contributions
$2,936,965
Total contributions
$5,700,041
Total income / additions
$21,284,996

Expenses & distributions

Benefits paid
$8,858,302
Administrative expenses
$118,464
Total expenses
$8,976,766
Net increase / (decrease)
$12,308,230

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$50,464$02023
Capfinancial Partners LLCNONE$50,000not reported in the loaded dataset2023
Hcvt LlpNONE$18,000not reported in the loaded dataset2023

Related Form 5500 pages