Cavalesso Management Corporation — 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, Cavalesso Management Corporation (EIN 82-1904712) is a plan sponsor located in Sheridan, WY 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
82-1904712
Location
Sheridan, WY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$141,465
Total reported net assets (EOY)
$141,465

Contributions & income

Employer contributions
$0
Participant contributions
$0
Total income / additions
-$19,373

Expenses & distributions

Net increase / (decrease)
-$19,373

Coverage

Total reported participants
2
Plans with financial statements
1
Plans with provider compensation
0

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.

Largest loaded plans by reported assets

Cavalesso Management Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cavalesso Management Corporation Profit Sharing Plan0012$141,4652023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Cavalesso Management Corporation
YearPlanParticipantsSchedulesFiling
2023Cavalesso Management Corporation Profit Sharing Plan2I20250808132549NAL0002644755001

Related Form 5500 pages