The Cavalier Sf, LLC Health And Welfare Plan 509 — Form 5500 plan (The Cavalier Sf, 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, The Cavalier Sf, LLC Health And Welfare Plan 509 is a benefit plan reported by The Cavalier Sf, LLC under EIN 46-1758855 and plan number 509. The latest loaded filing year is 2023. The filing reports 63 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants63Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
The Cavalier Sf, LLC
EIN
46-1758855
Plan number
509
Plan type
2
Location
San Francisco, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202363I20251008133446NAL0013531010001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$22,237

Income & contributions

Employer contributions
$22,477
Total income / additions
$22,477

Expenses & distributions

Benefits paid
$781
Administrative expenses
$6,006
Total expenses
$6,787
Net increase / (decrease)
$15,690
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income3%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages