2023 Form 5500 filing — Cpcwa Co Lllp 401(K) Profit Sharing Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709082629NAL0015112193001) for Cpcwa Co Lllp 401(K) Profit Sharing Plan & Trust, reported by Cpcwa Co Lllp under EIN 76-0523172 and plan number 001. It reports 78 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.9MReported net assets$4,933,262
Participants78
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240709082629NAL0015112193001
Plan sponsor
Cpcwa Co Lllp
EIN
76-0523172
Plan number
001
Location
Tomball, TX
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$31.3K
Benefits paid / distributions$10K
Contributions
Employer$154.9K
Participant$256.3K
Full reported line items
Total assets (EOY)
$4,933,262
Total liabilities (EOY)
$0
Net assets (EOY)
$4,933,262
Employer contributions
$154,942
Participant contributions
$256,297
Total income / additions
$1,252,475
Benefits paid
$9,981
Administrative expenses
$21,297
Total expenses
$31,278
Net increase / (decrease)
$1,221,197

Related Form 5500 pages