2023 Form 5500 filing — Establish Capital Inc. Retirement 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 20240909111439NAL0007799776001) for Establish Capital Inc. Retirement Plan, reported by Establish Capital Inc. under EIN 93-1657699 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240909111439NAL0007799776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Establish Capital Inc.
- EIN
- 93-1657699
- Plan number
- 001
- Location
- Clayton, NC
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,184
- Net assets (EOY)
- $120,184
- Total income / additions
- $120,199
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $120,184
- Schedule source
- Schedule I