2023 Form 5500 filing — Construction Funding Resources 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 20240528165659NAL0005526163001) for Construction Funding Resources LLC 401(K) Profit Sharing Plan, reported by Construction Funding Resources, LLC under EIN 05-0553071 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.8MReported net assets$3,760,167
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240528165659NAL0005526163001
Plan sponsor
Construction Funding Resources, LLC
EIN
05-0553071
Plan number
001
Location
Bend, OR
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)$3.8M total assets
Net assets$3.8MLiabilities
Money in vs. money out
Total income / additions$266.7K
Total expenses$357.2K
Benefits paid / distributions$357K
Contributions
Employer$8.9K
Participant$51.1K
Full reported line items
Total assets (EOY)
$3,760,167
Net assets (EOY)
$3,760,167
Employer contributions
$8,937
Participant contributions
$51,063
Total income / additions
$266,659
Benefits paid
$357,000
Administrative expenses
$153
Total expenses
$357,153
Net increase / (decrease)
-$90,494

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240528165659NAL0005526163001 cover?
It is the 2023 Form 5500 filing for Construction Funding Resources LLC 401(K) Profit Sharing Plan, reported by Construction Funding Resources, LLC (EIN 05-0553071).
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