Original filing (PDF)20230328110450NAL0048480256001

Channel Islands Financial Group

Name: Channel Islands Financial Group — Channel Islands, Form 5500 (2022)
Creator: Channel Islands Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Channel Islands Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Channel Islands Financial Group's Channel Islands Financial Group 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Channel Islands Financial Group's EIN is 45-5556291.

EIN 45-5556291

Plan number 001

Plan year 2022

ACK ID 20230328110450NAL0048480256001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Channel Islands Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Channel Islands Financial Group's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHANNEL ISLANDS FINANCIAL GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CHANNEL ISLANDS FINANCIAL GROUP

EIN

all filings

Address

58 N. ASH STREET · VENTURA, CA · 93001

Phone

(805) 652-6940

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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