2023 Form 5500 filing — Hughes Gill Cochrane Tinetti P 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 20240617125137NAL0001068289001) for Hughes Gill Cochrane Tinetti P 401(K) Profit Sharing Plan & Trust, reported by Hughes Gill Cochrane Tinetti P under EIN 71-0874945 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,363,583
Participants34
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240617125137NAL0001068289001
Plan sponsor
Hughes Gill Cochrane Tinetti P
EIN
71-0874945
Plan number
001
Location
Walnut Creek, 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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$414.3K
Participant$237.8K
Full reported line items
Total assets (EOY)
$5,363,583
Total liabilities (EOY)
$0
Net assets (EOY)
$5,363,583
Employer contributions
$414,298
Participant contributions
$237,772
Total income / additions
$1,569,496
Benefits paid
$2,572,223
Administrative expenses
$435
Total expenses
$2,572,658
Net increase / (decrease)
-$1,003,162

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617125137NAL0001068289001 cover?
It is the 2023 Form 5500 filing for Hughes Gill Cochrane Tinetti P 401(K) Profit Sharing Plan & Trust, reported by Hughes Gill Cochrane Tinetti P (EIN 71-0874945).
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