2023 Form 5500 filing — Castillo 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 20240912130122NAL0005164659001) for Castillo Profit Sharing Plan, reported by Castillo & Company, Cpa Pa under EIN 65-0555551 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$779.6KReported net assets$779,646
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240912130122NAL0005164659001
Plan sponsor
Castillo & Company, Cpa Pa
EIN
65-0555551
Plan number
001
Location
Coral Gables, FL
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)$779.6K total assets
Net assets$779.6KLiabilities
Money in vs. money out
Total income / additions$117.7K
Total expenses$0
Benefits paid / distributionsNot reported
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$779,646
Net assets (EOY)
$779,646
Employer contributions
$0
Participant contributions
$0
Total income / additions
$117,728
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$117,728

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240912130122NAL0005164659001 cover?
It is the 2023 Form 5500 filing for Castillo Profit Sharing Plan, reported by Castillo & Company, Cpa Pa (EIN 65-0555551).
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