California Supply, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (California Supply, 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, California Supply, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by California Supply, Inc. under EIN 95-3050058 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $18,504,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Supply, Inc.
- EIN
- 95-3050058
- Plan number
- 001
- Plan type
- 2
- Location
- Gardena, CA
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $18,504,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241014150413NAL0027650705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,504,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,504,017
- Net assets (BOY)
- $17,236,663
Income & contributions
- Employer contributions
- $141,895
- Participant contributions
- $309,217
- Total contributions
- $451,112
- Total income / additions
- $2,497,192
Expenses & distributions
- Benefits paid
- $1,225,037
- Administrative expenses
- $4,801
- Total expenses
- $1,229,838
- Net increase / (decrease)
- $1,267,354
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Insurance Services I | BROKER/ADVISER | $0 | $22,282 | 2023 |
| Benefit Equity, Inc. | TPA | $3,537 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $2,263 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Gardena, CA
- Morgan Stanley Insurance Services I — Schedule C compensation
- Benefit Equity, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation