2023 Form 5500 filing — Caufield & James Llp 401(K) Plan
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 20240730153757NAL0032245520001) for Caufield & James Llp 401(K) Plan, reported by Caufield & James Llp under EIN 13-4282635 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730153757NAL0032245520001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caufield & James Llp
- EIN
- 13-4282635
- Plan number
- 001
- Location
- Chula Vista, CA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,287,671
- Net assets (EOY)
- $3,287,671
- Employer contributions
- $19,141
- Participant contributions
- $60,000
- Total income / additions
- $265,905
- Benefits paid
- $471,702
- Administrative expenses
- $1,438
- Total expenses
- $473,140
- Net increase / (decrease)
- -$207,235
- Schedule source
- Schedule I