California Rehabilitation Serv 401(K) Profit Sharing Plan & Trust — Form 5500 plan (California Rehabilitation Serv)
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 Rehabilitation Serv 401(K) Profit Sharing Plan & Trust is a benefit plan reported by California Rehabilitation Serv under EIN 95-4780771 and plan number 001. The latest loaded filing year is 2023. The filing reports 501 participants and $11,806,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Rehabilitation Serv
- EIN
- 95-4780771
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, CA
- Latest filing year
- 2023
- Participants
- 501
- End-of-year plan assets
- $11,806,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 501 | H, C | 20241006193311NAL0014345745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,806,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,806,612
- Net assets (BOY)
- $10,162,966
Income & contributions
- Employer contributions
- $249,036
- Participant contributions
- $1,213,984
- Total contributions
- $1,475,739
- Total income / additions
- $3,277,054
Expenses & distributions
- Benefits paid
- $1,588,786
- Administrative expenses
- $44,622
- Total expenses
- $1,633,408
- Net increase / (decrease)
- $1,643,646
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $25,459 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | AUDITOR | $10,108 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $7,705 | not reported in the loaded dataset | 2023 |