2023 Form 5500 filing — A La Carte Research, 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 20240731111819NAL0022129873001) for A La Carte Research, Inc. 401(K) Profit Sharing Plan, reported by A La Carte Research, Inc. under EIN 82-3134180 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$740.3KReported net assets$740,272
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240731111819NAL0022129873001
Plan sponsor
A La Carte Research, Inc.
EIN
82-3134180
Plan number
001
Location
Sunnyvale, 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)$740.3K total assets
Net assets$740.3KLiabilities
Money in vs. money out
Total income / additions$413.7K
Total expenses$63K
Benefits paid / distributions$63K
Contributions
Employer$109.5K
Participant$37.5K
Full reported line items
Total assets (EOY)
$740,272
Net assets (EOY)
$740,272
Employer contributions
$109,500
Participant contributions
$37,500
Total income / additions
$413,672
Benefits paid
$63,000
Administrative expenses
$0
Total expenses
$63,000
Net increase / (decrease)
$350,672

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731111819NAL0022129873001 cover?
It is the 2023 Form 5500 filing for A La Carte Research, Inc. 401(K) Profit Sharing Plan, reported by A La Carte Research, Inc. (EIN 82-3134180).
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