2023 Form 5500 filing — Pierce Kavcioglu Espinosa & Cesar Llp 401(K) 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 20240821174619NAL0006624928001) for Pierce Kavcioglu Espinosa & Cesar Llp 401(K) Plan, reported by Pierce Kavcioglu Espinosa & Cesar Llp under EIN 86-2232389 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,671,992
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821174619NAL0006624928001
Plan sponsor
Pierce Kavcioglu Espinosa & Cesar Llp
EIN
86-2232389
Plan number
001
Location
Encino, 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)$1.7M total assets
Net assets$1.7MLiabilities
Money in vs. money out
Total income / additions$606K
Total expenses$12.2K
Benefits paid / distributions$6.9K
Contributions
Employer$47.8K
Participant$196.8K
Full reported line items
Total assets (EOY)
$1,671,992
Net assets (EOY)
$1,671,992
Employer contributions
$47,811
Participant contributions
$196,793
Total income / additions
$606,034
Benefits paid
$6,920
Administrative expenses
$5,298
Total expenses
$12,218
Net increase / (decrease)
$593,816

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821174619NAL0006624928001 cover?
It is the 2023 Form 5500 filing for Pierce Kavcioglu Espinosa & Cesar Llp 401(K) Plan, reported by Pierce Kavcioglu Espinosa & Cesar Llp (EIN 86-2232389).
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