Commercial West Brokerage, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Commericial West Brokerage, Inc.)
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, Commercial West Brokerage, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Commericial West Brokerage, Inc. under EIN 33-0695575 and plan number 003. The latest loaded filing year is 2023. The filing reports 3 participants and $8,791,326 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commericial West Brokerage, Inc.
- EIN
- 33-0695575
- Plan number
- 003
- Plan type
- 2
- Location
- Corona Del Mar, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241001131305NAL0006774737001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $8,791,326
- Net assets (EOY)
- $8,791,326
- Net assets (BOY)
- $5,768,308
Income & contributions
- Employer contributions
- $102,300
- Participant contributions
- $63,300
- Total income / additions
- $3,023,018
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $3,023,018
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.