2023 Form 5500 filing — Coombe Curry Rich & Jarvis 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 20240917114550NAL0002741889001) for Coombe Curry Rich & Jarvis 401(K) Profit Sharing Plan, reported by Coombe Curry Rich & Jarvis under EIN 46-4718040 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.5MReported net assets$2,510,998
Participants32
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240917114550NAL0002741889001
Plan sponsor
Coombe Curry Rich & Jarvis
EIN
46-4718040
Plan number
001
Location
Denver, CO
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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$646.6K
Total expenses$15.5K
Benefits paid / distributions$15.5K
Contributions
Employer$65.7K
Participant$194.1K
Full reported line items
Total assets (EOY)
$2,510,998
Total liabilities (EOY)
$0
Net assets (EOY)
$2,510,998
Employer contributions
$65,708
Participant contributions
$194,113
Total income / additions
$646,620
Benefits paid
$15,512
Administrative expenses
$0
Total expenses
$15,512
Net increase / (decrease)
$631,108

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917114550NAL0002741889001 cover?
It is the 2023 Form 5500 filing for Coombe Curry Rich & Jarvis 401(K) Profit Sharing Plan, reported by Coombe Curry Rich & Jarvis (EIN 46-4718040).
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