2023 Form 5500 filing — Cupertino Capital, Inc. Profit Sharing Plan And Trust
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 20240306155933NAL0025568721001) for Cupertino Capital, Inc. Profit Sharing Plan And Trust, reported by Healo Capital, Inc. under EIN 81-1230603 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240306155933NAL0025568721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Healo Capital, Inc.
- EIN
- 81-1230603
- Plan number
- 001
- Location
- Boulder City, NV
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $60,089
- Participant contributions
- $45,000
- Total income / additions
- $55,372
- Benefits paid
- $1,164,003
- Administrative expenses
- $7,479
- Total expenses
- $1,171,482
- Net increase / (decrease)
- -$1,116,110
- Schedule source
- Schedule I