2023 Form 5500 filing — The Cavalier Sf, LLC Health And Welfare Plan 509

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 20251008133446NAL0013531010001) for The Cavalier Sf, LLC Health And Welfare Plan 509, reported by The Cavalier Sf, LLC under EIN 46-1758855 and plan number 509. It reports 63 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants63
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20251008133446NAL0013531010001
Plan sponsor
The Cavalier Sf, LLC
EIN
46-1758855
Plan number
509
Location
San Francisco, CA
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.

Money in vs. money out
Total income / additions$22.5K
Total expenses$6.8K
Benefits paid / distributions$781
Contributions
Employer$22.5K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$22,477
Total income / additions
$22,477
Benefits paid
$781
Administrative expenses
$6,006
Total expenses
$6,787
Net increase / (decrease)
$15,690

Related Form 5500 pages