Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

CRYSTAL SPRINGS UPLANDS SCHOOL

This Profit Sharing plan holds $49M in total assets and serves 165 participants as of 2024. It is sponsored by CRYSTAL SPRINGS UPLANDS SCHOOL in California. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$49M
Participants
165
State
Industry
Educational Services

What the Filing Says About CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by CRYSTAL SPRINGS UPLANDS SCHOOL, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $49M in total end-of-year assets and covers 165 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 941247265, and the plan has been effective since 1972-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2024 to $49M at year-end — a gain of 8.6%. Net assets (after liabilities) closed the year at $49M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$49M
Net Assets (End of Year)$49M
Net Income$4M
Plan TypeProfit Sharing
Employer EIN941247265
Plan Effective Date1972-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CRYSTAL SPRINGS UPLANDS SCHOOL)

Year Plans Participants Total Assets
2022 1 156 $39M
2023 1 157 $45M
2024 1 165 $49M

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Frequently Asked Questions

How much money is in the CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2024 Form 5500 filing, CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN holds $49M in total assets with 165 participants. It is sponsored by CRYSTAL SPRINGS UPLANDS SCHOOL.
What type of plan is CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1972-09-01. The plan is filed with the U.S. Department of Labor under EIN 941247265.
Who sponsors the CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by CRYSTAL SPRINGS UPLANDS SCHOOL, located in California. The sponsor's EIN is 941247265 and the plan operates in the Educational Services industry.
How did CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2024?
CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN grew by 8.6% during 2024, moving from $45M to $49M in total assets. Net income was $4M.
Where can I find official filings for CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941247265 or plan name at efast.dol.gov.
How does CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 941247265.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.