2023 Form 5500 filing — Commercial West Brokerage, 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 20241001131305NAL0006774737001) for Commercial West Brokerage, Inc. 401(K) Profit Sharing Plan, reported by Commericial West Brokerage, Inc. under EIN 33-0695575 and plan number 003. 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)$8.8MReported net assets$8,791,326
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241001131305NAL0006774737001
- Plan sponsor
- Commericial West Brokerage, Inc.
- EIN
- 33-0695575
- Plan number
- 003
- Location
- Corona Del Mar, CA
- Received date
- not reported in the loaded dataset
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)$8.8M total assets
Net assets$8.8MLiabilities—
Full reported line items
- Total assets (EOY)
- $8,791,326
- Net assets (EOY)
- $8,791,326
- Employer contributions
- $102,300
- Participant contributions
- $63,300
- Total income / additions
- $3,023,018
- Total expenses
- $0
- Net increase / (decrease)
- $3,023,018