2023 Form 5500 filing — Casahl Technology 401(K) Profit Sharing Plan & 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 20240612001030NAL0050954592001) for Casahl Technology 401(K) Profit Sharing Plan & Trust, reported by Casahl Technology under EIN 68-0305205 and plan number 002. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.8MReported net assets$1,755,707
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612001030NAL0050954592001
Plan sponsor
Casahl Technology
EIN
68-0305205
Plan number
002
Location
San Ramon, 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)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$321.8K
Total expenses$863K
Benefits paid / distributions$859.2K
Contributions
Employer$3.4K
Participant$51.4K
Full reported line items
Total assets (EOY)
$1,755,707
Total liabilities (EOY)
$0
Net assets (EOY)
$1,755,707
Employer contributions
$3,370
Participant contributions
$51,369
Total income / additions
$321,779
Benefits paid
$859,203
Administrative expenses
$3,798
Total expenses
$863,001
Net increase / (decrease)
-$541,222

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612001030NAL0050954592001 cover?
It is the 2023 Form 5500 filing for Casahl Technology 401(K) Profit Sharing Plan & Trust, reported by Casahl Technology (EIN 68-0305205).
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