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CALIFORNIA BOILER, INC. — CALIFORNIA BOILER, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250630111506NAL0011082721002
CALIFORNIA BOILER, INC.
Form 5500
FILING_RECEIVED
CALIFORNIA BOILER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding
100% employer stock
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
230
Plan assets (EOY)
$6.1M
Net assets (EOY)
$5.6M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA BOILER, INC.
.
Find decision makers
Plan sponsor
Name
CALIFORNIA BOILER, INC.
EIN
33-0063456
Address
1800 NEWPORT CIRCLE · SANTA ANA, CA · 92705
Phone
(714) 891-0701
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-30
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
C DART CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
1 direct security
· $6.1M
(100% of reported assets)
Export CSV
(1)
50/page
100/page
250/page
1000/page
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
California Boiler, Inc. 674,021 shares of common stock
Common Stock
—
$7.5M
$6.1M
100.0%
1–1 of 1
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Knocking points off
Top holding "California Boiler, Inc. 674,021 shares of common stock" is 100% of plan.
100% of plan in employer / sponsor stock.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
$6.1M · 70 participants
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