2023 Form 5500 filing — Retirement Plan For Employees Of San Jose Cattle Company

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 20240708100241NAL0007183651001) for Retirement Plan For Employees Of San Jose Cattle Company, reported by San Jose Cattle Company under EIN 75-1018369 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,631,695
Participants42
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708100241NAL0007183651001
Plan sponsor
San Jose Cattle Company
EIN
75-1018369
Plan number
001
Location
Fort Worth, TX
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)$4.6M total assets
Net assets$4.6MLiabilities
Money in vs. money out
Total income / additions$443.3K
Total expenses$186.6K
Benefits paid / distributions$135.7K
Full reported line items
Total assets (EOY)
$4,631,695
Net assets (EOY)
$4,631,695
Total income / additions
$443,274
Benefits paid
$135,712
Total expenses
$186,572
Net increase / (decrease)
$256,702

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708100241NAL0007183651001 cover?
It is the 2023 Form 5500 filing for Retirement Plan For Employees Of San Jose Cattle Company, reported by San Jose Cattle Company (EIN 75-1018369).
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