2023 Form 5500 filing — Cherokee Equity Corporation Retirement Savings 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 20240524074811NAL0009940816001) for Cherokee Equity Corporation Retirement Savings Plan, reported by Cherokee Equity Corporation under EIN 62-0798314 and plan number 002. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$759KReported net assets$758,983
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524074811NAL0009940816001
Plan sponsor
Cherokee Equity Corporation
EIN
62-0798314
Plan number
002
Location
Nashville, TN
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)$759K total assets
Net assets$759KLiabilities$0
Money in vs. money out
Total income / additions$104.8K
Total expenses$16.4K
Benefits paid / distributions$0
Contributions
Employer$2.5K
Participant$9.6K
Full reported line items
Total assets (EOY)
$758,983
Total liabilities (EOY)
$0
Net assets (EOY)
$758,983
Employer contributions
$2,458
Participant contributions
$9,625
Total income / additions
$104,816
Benefits paid
$0
Administrative expenses
$16,427
Total expenses
$16,427
Net increase / (decrease)
$88,389

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524074811NAL0009940816001 cover?
It is the 2023 Form 5500 filing for Cherokee Equity Corporation Retirement Savings Plan, reported by Cherokee Equity Corporation (EIN 62-0798314).
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