Establish Capital Inc. Retirement Plan — Form 5500 plan (Establish Capital 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, Establish Capital Inc. Retirement Plan is a benefit plan reported by Establish Capital Inc. under EIN 93-1657699 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $120,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Establish Capital Inc.
- EIN
- 93-1657699
- Plan number
- 001
- Plan type
- 2
- Location
- Clayton, NC
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $120,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240909111439NAL0007799776001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $120,184
- Net assets (EOY)
- $120,184
- Net assets (BOY)
- $0
Income & contributions
- Total income / additions
- $120,199
Expenses & distributions
- Administrative expenses
- $15
- Total expenses
- $15
- Net increase / (decrease)
- $120,184
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.