Plan5500

Cabrillo Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Cabrillo Holdings, LLC (EIN 35-2485780) is a plan sponsor located in Jonesville, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2485780
Location
Jonesville, FL
Loaded plans
1
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.4MSummed across loaded plans$9,361,901
Total reported assets$9.4M$9,361,901
Total reported participants182
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.4M total assets
Net assets$9.4MLiabilities—
Contributions & income
Employer contributions$462K
Participant contributions$938.2K
Total income / additions$2.9M
Expenses & distributions
Benefits paid / distributions$778.1K
Total expenses$815.1K
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Cabrillo Holdings, LLC 401k Plan
Participants per plan182Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cabrillo Holdings, LLC 401k Plan$9.4M
    Plan #001 · 182 participants · 2023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cabrillo Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Cabrillo Holdings, LLC 401k Plan182H, C20241015111032NAL0028160273001

Related Form 5500 pages