Dsvalencia1970, Inc. Cash Balance Account Plan — Form 5500 plan (Dsvalencia1970, 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, Dsvalencia1970, Inc. Cash Balance Account Plan is a benefit plan reported by Dsvalencia1970, Inc. under EIN 47-2849870 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $704,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dsvalencia1970, Inc.
- EIN
- 47-2849870
- Plan number
- 002
- Plan type
- 2
- Location
- Castaic, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $704,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20250529120938NAL0014069488001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $704,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $704,329
- Net assets (BOY)
- $670,366
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $33,963
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $33,963
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.