Plan5500

Joan P Cacali — 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, Joan P Cacali (EIN 87-2713139) is a plan sponsor located in Mission Viejo, CA 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
87-2713139
Location
Mission Viejo, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Joan P Cacali

  • 1 loaded plans hold $165.6K in reported assets.
  • The largest, Joan P Cacali Trust, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$165.6KSummed across loaded plans$165,606
Total reported assets$165.6K$165,606
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$165.6K total assets
Net assets$165.6KLiabilities—
Contributions & income
Employer contributionsNot reported
Participant contributions$20.9K
Total income / additions$22.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expensesNot reported
Net increase / (decrease)$22.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%Joan P Cacali Trust
Participants per plan2Average 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
    Joan P Cacali Trust$165.6K
    Plan #001 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Joan P Cacali. Open one for its full reported snapshot.

  1. 2023
    Joan P Cacali Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Joan P Cacali report on Form 5500?
Joan P Cacali (EIN 87-2713139) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Joan P Cacali?
The Employer Identification Number (EIN) reported for Joan P Cacali is 87-2713139.
What is the latest Form 5500 filing year for Joan P Cacali?
The latest loaded Form 5500 filing year for Joan P Cacali is 2023.

Related Form 5500 pages