2023 Form 5500 filing — Trilla R. Cajulis, D.D.S., Inc. 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 20240710184325NAL0023671888001) for Trilla R. Cajulis, D.D.S., Inc. 401(K) Profit Sharing Plan, reported by Trilla R. Cajulis, D.D.S., Inc. under EIN 34-1977403 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240710184325NAL0023671888001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trilla R. Cajulis, D.D.S., Inc.
- EIN
- 34-1977403
- Plan number
- 001
- Location
- Chula Vista, CA
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,049,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,049,652
- Employer contributions
- $13,550
- Participant contributions
- $68,417
- Total income / additions
- $485,232
- Benefits paid
- $398,793
- Administrative expenses
- $12,903
- Total expenses
- $411,696
- Net increase / (decrease)
- $73,536
- Schedule source
- Schedule I