Estefan Enterprises Inc 401(K) Profit Sharing Plan — Form 5500 plan (Estefan Enterprises, 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, Estefan Enterprises Inc 401(K) Profit Sharing Plan is a benefit plan reported by Estefan Enterprises, Inc. under EIN 59-2738452 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $5,303,507 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Estefan Enterprises, Inc.
EIN
59-2738452
Plan number
001
Plan type
2
Location
Miami Beach, FL
Latest filing year
2023
Participants
42
End-of-year plan assets
$5,303,507

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I20240923111710NAL0023340866004

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,303,507
Net assets (EOY)
$5,303,507
Net assets (BOY)
$4,905,466

Income & contributions

Employer contributions
$68,477
Participant contributions
$130,503
Total income / additions
$550,753

Expenses & distributions

Benefits paid
$176,973
Administrative expenses
$19,101
Total expenses
$196,074
Net increase / (decrease)
$354,679

Service provider compensation (Schedule C)

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

Related Form 5500 pages