2023 Form 5500 filing — Cabi LLC 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 20240925150713NAL0027102562001) for Cabi LLC 401(K) Profit Sharing Plan & Trust, reported by Cabi LLC under EIN 20-0571574 and plan number 003. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925150713NAL0027102562001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cabi LLC
- EIN
- 20-0571574
- Plan number
- 003
- Location
- Carson, CA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,195,097
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,195,097
- Employer contributions
- $523,674
- Participant contributions
- $936,120
- Total income / additions
- $3,578,077
- Benefits paid
- $605,705
- Administrative expenses
- $34,365
- Total expenses
- $640,070
- Net increase / (decrease)
- $2,938,007
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $14,566 | not reported in the loaded dataset |
| Clearview 401k Consultants Inc | ADVISOR | $14,171 | not reported in the loaded dataset |