2023 Form 5500 filing — San Jose Awning, Inc. 401k 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 20240530142813NAL0021892816001) for San Jose Awning, Inc. 401k Plan, reported by San Jose Awning, Inc. under EIN 77-0295239 and plan number 401. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,469,391
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240530142813NAL0021892816001
Plan sponsor
San Jose Awning, Inc.
EIN
77-0295239
Plan number
401
Location
San Jose, 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)$2.5M total assets
Net assets$2.5MLiabilities
Money in vs. money out
Total income / additions$330.4K
Total expenses$16.4K
Benefits paid / distributionsNot reported
Contributions
Employer$40.1K
Participant$114.1K
Full reported line items
Total assets (EOY)
$2,469,391
Net assets (EOY)
$2,469,391
Employer contributions
$40,064
Participant contributions
$114,100
Total income / additions
$330,427
Total expenses
$16,443
Net increase / (decrease)
$313,984

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240530142813NAL0021892816001 cover?
It is the 2023 Form 5500 filing for San Jose Awning, Inc. 401k Plan, reported by San Jose Awning, Inc. (EIN 77-0295239).
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