2023 Form 5500 filing — Catawba First Insurance Associates, Inc. 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 20250429151050NAL0000629745001) for Catawba First Insurance Associates, Inc. 401(K) Plan, reported by Catawba First Insurance Associates, Inc. under EIN 82-2353961 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20250429151050NAL0000629745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catawba First Insurance Associates, Inc.
- EIN
- 82-2353961
- Plan number
- 001
- Location
- Newton, NC
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $197,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $197,602
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $41,168
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $41,168
- Schedule source
- Schedule I