2023 Form 5500 filing — Collective Trade Corporation 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 20240905165024NAL0021814049001) for Collective Trade Corporation 401(K) Plan, reported by Collective Trade Corporation under EIN 83-2273449 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$193.6KReported net assets$193,605
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240905165024NAL0021814049001
Plan sponsor
Collective Trade Corporation
EIN
83-2273449
Plan number
001
Location
Norco, 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)$193.6K total assets
Net assets$193.6KLiabilities$0
Money in vs. money out
Total income / additions$17.7K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$193,605
Total liabilities (EOY)
$0
Net assets (EOY)
$193,605
Employer contributions
$0
Participant contributions
$0
Total income / additions
$17,685
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$17,685

Related Form 5500 pages