Cal Coast Machinery, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Cal Coast Machinery, 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, Cal Coast Machinery, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Cal Coast Machinery, Inc. under EIN 95-3058711 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $11,418,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cal Coast Machinery, Inc.
EIN
95-3058711
Plan number
001
Plan type
2
Location
Santa Maria, CA
Latest filing year
2023
Participants
145
End-of-year plan assets
$11,418,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241011183705NAL0011278611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,418,862
Total liabilities (EOY)
$0
Net assets (EOY)
$11,418,862
Net assets (BOY)
$10,086,530

Income & contributions

Employer contributions
$131,000
Participant contributions
$538,486
Total contributions
$690,232
Total income / additions
$1,756,335

Expenses & distributions

Benefits paid
$422,348
Administrative expenses
$1,655
Total expenses
$424,003
Net increase / (decrease)
$1,332,332

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCBROKER$0$22,0532023
Truog-Ryding Company IncTPA$0$4,2962023

Related Form 5500 pages