2023 Form 5500 filing — Cisterra Partners, LLC 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240216161904NAL0001076067001) for Cisterra Partners, LLC 401(K) Profit Sharing Plan, reported by Cisterra Partners, LLC under EIN 33-0866588 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$766.9KReported net assets$766,947
Participants5
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240216161904NAL0001076067001
Plan sponsor
Cisterra Partners, LLC
EIN
33-0866588
Plan number
001
Location
San Diego, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$766.9K total assets
Net assets$766.9KLiabilities
Money in vs. money out
Total income / additions$83.4K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$7K
Participant$14.1K
Full reported line items
Total assets (EOY)
$766,947
Net assets (EOY)
$766,947
Employer contributions
$6,990
Participant contributions
$14,050
Total income / additions
$83,380
Benefits paid
$0
Total expenses
$0
Net increase / (decrease)
$83,380

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240216161904NAL0001076067001 cover?
It is the 2023 Form 5500 filing for Cisterra Partners, LLC 401(K) Profit Sharing Plan, reported by Cisterra Partners, LLC (EIN 33-0866588).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages