Plan5500

Casa Colina, Inc. Retirement Plan — Form 5500 plan (Casa Colina, 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, Casa Colina, Inc. Retirement Plan is a benefit plan reported by Casa Colina, Inc. under EIN 95-3655256 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $10,962,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Casa Colina, Inc.
EIN
95-3655256
Plan number
001
Plan type
2
Location
Pomona, CA
Latest filing year
2023
Participants
952
End-of-year plan assets
$10,962,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023952H, C20241014185305NAL0054859602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,962,516
Net assets (EOY)
$10,962,516
Net assets (BOY)
$9,747,444

Income & contributions

Employer contributions
$555,000
Total contributions
$555,000
Total income / additions
$1,869,184

Expenses & distributions

Benefits paid
$617,985
Administrative expenses
$36,127
Total expenses
$654,112
Net increase / (decrease)
$1,215,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$17,378$02023
Sageview Advisory Group, LLCINVESTMENT ADVISOR$10,549not reported in the loaded dataset2023
Swenson Accountancy CorporationAUDITOR$8,200not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages