2023 Form 5500 filing — Caf Usa, 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 20240917052128NAL0000998195001) for Caf Usa, Inc. 401(K) Profit Sharing Plan, reported by Caf Usa, Inc. under EIN 52-2125544 and plan number 001. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.7MReported net assets$10,653,084
Participants220
Provider compensation$28.9K3 Schedule C row(s)$28,859
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917052128NAL0000998195001
Plan sponsor
Caf Usa, Inc.
EIN
52-2125544
Plan number
001
Location
Elmira Heights, NY
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.7M total assets
Net assets$10.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$290.8K
Participant$570.4K
Full reported line items
Total assets (EOY)
$10,653,084
Total liabilities (EOY)
$0
Net assets (EOY)
$10,653,084
Employer contributions
$290,817
Participant contributions
$570,353
Total income / additions
$2,359,977
Benefits paid
$1,204,754
Administrative expenses
$28,860
Total expenses
$1,271,522
Net increase / (decrease)
$1,088,455
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $24.7K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $4.1K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917052128NAL0000998195001 cover?
It is the 2023 Form 5500 filing for Caf Usa, Inc. 401(K) Profit Sharing Plan, reported by Caf Usa, Inc. (EIN 52-2125544).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages