Captain Enterprises, LLC 401(K) Plan — Form 5500 plan (Captain Enterprises, LLC)
Plain-English plan 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, Captain Enterprises, LLC 401(K) Plan is a benefit plan reported by Captain Enterprises, LLC under EIN 20-5274015 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $2,358,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Captain Enterprises, LLC
- EIN
- 20-5274015
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Niguel, CA
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $2,358,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20240605121604NAL0011006099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,358,570
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,358,570
- Net assets (BOY)
- $2,138,691
Income & contributions
- Employer contributions
- $32,683
- Participant contributions
- $103,133
- Total income / additions
- $477,443
Expenses & distributions
- Benefits paid
- $257,370
- Administrative expenses
- $194
- Total expenses
- $257,564
- Net increase / (decrease)
- $219,879
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.